News Column

The Top 10 Hispanic-Owned Investment Advisory Firms

March Issue
investment firms, hispanic finance

Strategic Investment Group, Arlington, VA

For more information on this list, see our story, Money Managers Urge Prudence

Strategic Investment Group
President and Chief Executive Officer: Hilda Ochoa-Brillembourg, CFA
Assets under management: $13 billion*

Taplin, Canida & Habacht, Miami, FL
President: Tere Alvarez Canida, CFA
Assets under management: $8.33 billion

LM Capital Group, San Diego, CA
Senior Managing Director: Luis Maizel
Assets under management: $3.36 billion

Lombardia Capital Partners LLC, Pasadena, CA
Chief Executive Officer: Jorge Castro, CFA
Assets under management: $1.35 billion

Valenzuela Capital Partners LLC, New York, NY
President and Chief Information Officer: Thomas M. Valenzuela
Assets under management: $1 billion

Diaz-Verson Capital Investments LLC, Columbus, GA
President and Chief Executive Officer: Salvador Diaz-Verson Jr.
Assets under management: $300 million

Fortaleza Asset Management Inc., Chicago, IL
President: Margarita Perez
Assets under management: $216 million

Samuel A. Ramirez and Company Inc., New York, NY
President and Chief Executive Officer: Samuel A. Ramirez Sr.
Assets under management: $110 million

Matterhorn Capital Management LLC, San Antonio, TX
Principal, Equity Portfolio Manager: Juan A. Landa
Assets under management: $65 million

Guzman & Company, Coral Gables, FL
President and CEO: Leo Guzman Sr.
Assets under management: $2 million

Assets under management figures obtained from the SEC Investment Advisor Public Disclosure : http://www.adviserinfo.sec.gov/IAPD/Content/IAPDMain/iapd_SiteMap.aspx



Source: HispanicBusiness.com (c) 2009. All rights reserved.


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