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Investment Portfolios

Powerful trading tools along with a customer-focused service.

Strategic Investment Portofolios
Fiduciary commitment + Fixed fees = Better Performance.

We work and get paid by you, not by another bank or financial institution. The U.S. legal framework that regulates us prevents conflicts of interest in our services, reason why as Financial advisory firm we focus on our clients’ objectives rather than the sales of financial products, becoming your truly allied.

Income

Conservative

Moderate

Aggressive

IncomeEquity

  • Fixed Income
  • Developed Equity
  • EM-Equity
  • Non-Traditional

Discretionary Portfolios:

Avila Advisors LLC opens, design and manage Investment Portfolios; based on recommendations and tools provided by some of the largest world-wide asset managers.

We focus our strategies in sector investing, according to your needs and with tax efficiency, using a diversified mix of financial assets aimed to reduce volatility in returns.

We work and get paid by you, not by another bank or financial institution, current laws limit us on receiving fees from third-party providers for offering you products; which makes our advice fiduciary to your needs, becoming your truly allied.

Non-Discretionary Portfolios:

If you are an experienced investor, we will give you we the most advance trading tools, market information, support and tactical strategies; walking with you in the process of modeling your investment portfolio, using a diversified mix of:

Fixed Income,

which creates stability and income.

Equity investments,

that can offer growth and appreciation.

Mutual Funds,

with thousands of mutual funds to invest in.

Exchange Traded Funds – ETF’s,

The modern and cost-efficient way to invest in sectors.

Alternative investments,

A way to diversificate returns and reduce risk from traditional stock and bond portfolios.

Steps to enjoy the advantages of a
Strategic Investment Portfolio.


Meet with us in person or online.

In a free non-obligation session, we will explain you in detail our services, walk through your objectives, experience and goals with your portfolio. You will receive a business proposal.

Schedule your Meeting

Choose your preferred Financial Institution to work with

Setup your Online services and login details.
Your money will be held at your preferred Custodian.

Portfolio access
Member SIPC
Securities in your account protected up to $500,000.
For details, please see www.sipc.org.

For your investment account opening purposes

We will need:
Driver license or Passport, Tax ID or SSN
and a utility bill.

Transfer money to your Investment account
 and choose your investment strategy

Once the money is available, we will manage the investments according to your preferred strategy. No long-term commitments needed.

We are limited by law on providing strategic advice and trades on your portfolio, we cannot withdraw money from your account.

avila Building long-term trusted Relationships Schedule your free, non-obligation consultation Contact us
AVILA ADVISORS, LLC.

Avila Advisors, LLC is a Registered Investment Adviser Representative offering Advisory Services in the state of Florida through Mellig Group LLC, a state Registered Investment Advisory Firm registered in the states of Texas, Florida & Arizona.
The Information presented in this webpage is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
This site is designed for U.S. residents only, the services offered within this site are available exclusively through our U.S. financial advisors.

​​MELLIG GROUP, LLC.

Is a registered investment advisor (RIA) in the states of Texas, Florida & Arizona. Mellig Group’ U.S. financial advisors and Investment Adviser Representatives may only conduct business with residents of the states for which they are properly registered.

THE CHARLES SCHWAB CORPORATION

The Charles Schwab Corporation does not endorse or recommend independent financial advisors or hedge funds including Avila Advisors, LLC and Mellig Group, LLC.
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

2200 Sole Mia Square Ln, ste 623 North Miami Fl, 33181.
Phone: +1 (786) 882-6237
Email: info@avilaadvisors.com
Copyright © 2021 Avila Advisors, LLC.  All Rights Reserved. - Legal Disclaimer