HOLISTIC BROKERAGE
Connecting you to
a stronger financial future.
We bring together top advisors and tailored financial solutions to help you reach your goals.
Looking for financial advice?
OUR COMMITMENT
Holistic solutions that simplify your financial experience
Your financial well-being is the guiding priority of our organization. We offer an integrated, tailored, and flexible range of services aligned with our core values: ensuring transparent processes and an independent perspective, supported by a professional network.
Our core principals:
Flexibility
Access to leading custodian banks in the U.S. and Europe, providing the freedom that traditional banking cannot offer.
Independence
Our in-house Investment Committee operates with an independent perspective, delivering recommendations on objective and rigorous analysis.
Aligned Interests
Holistic Brokerage’ shareholders are also advisors and clients, ensuring their interests are fully aligned with yours.
Financial Services
Solutions designed for you
FOR INDIVIDUALS AND FAMILIES
Shape tomorrow’s financial success, starting now.
Our approach connects you with the right advisor and the solutions that support your financial objectives.
- Expert, personalized advisory.
- Proactive, comprehensive wealth management.
- Customized investment opportunities.
- Access to global markets.
FOR FINANCIAL ADVISORS
Connect with solutions that enhance your independence.
Holistic Brokerage provides the support, technology, and multi-platform access you need to stay focused on your core strength: serving your clients.
We have regional reach from our U.S. office, offering flexibility in asset allocation across different custodians and through various offices.
Services
- Selection of financial assets tailored to your investor profile and risk tolerance
- Design and development of model portfolios
- Customized wealth management solutions
- Mobile app to visualize and consolidate your assets for efficient wealth oversight
- At Holistic Brokerage, we partner with BNY Pershing—the largest provider of clearing and settlement solutions in the industry—to deliver secure, reliable custody and clearing. This partnership ensures that your assets are supported by Pershing’s global scale, proven expertise, and trusted infrastructure. In addition, we maintain strategic relationships with leading European custodians such as Julius Baer and Pictet, giving you access to world-class custody solutions across multiple jurisdictions.
- Execution services for both advisors and clients
- Global product access: equities, fixed income, mutual funds, structured products, among others.
- Access to alternative investment opportunities
- Liquidity management solutions
- Lending services
- Margin accounts
- Mergers & acquisitions
- Business valuations and project analysis
- Financial restructuring
- Independent weekly reports on global markets and financial products.
HOLISTIC BROKERAGE INC
About Us
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Our company’s goal is to provide clients with a holistic and fully integrated solution, enabling them to consolidate their finances efficiently under a single firm. We offer access to international markets while maintaining the highest standards of confidentiality.
HOLISTIC BROKERAGE INC was incorporated under the laws of the Republic of Panama. It is a regulated entity supervised by the Superintendency of the Securities Market and holds a license to operate as a Securities Brokerage House, pursuant to Resolution SMV No. 370-2013 dated September 17, 2013.
We work with a trusted team of professionals with extensive experience in financial advisory and market execution.
Holistic BD
Connect to Holistic BD, where you can track the evolution of your wealth, access reports, and view all your consolidated information in one platform.
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Access to the key information you need
Contact
Collaboration is what drives us.
“The whole is greater than the sum of its parts.”
Aristotle
Frequently Asked Questions
We have a broad network of financial advisors ready to assist you.
Access this link.We can offer solutions tailored to your needs or investment ideas.
Yes. Our platform provides access to a wide range of global products—equities, fixed income, mutual funds, structured products, among others—across U.S. and European markets, giving you a fully international wealth-management experience.
We help you organize and manage your wealth through personalized strategies designed to support your goals at every stage of life or business.
Yes, and this is one of our key differentiators. We have our own Investment Committee with internal and independent research. This means our strategies are driven by objective analysis rather than external interests, strengthening your connection to high-value information.
In the U.S., assets are held in custody by Pershing LLC (BNY Pershing). For more details, click here.
The securities in a client’s Pershing LLC account remain the property of that client and are registered under the client’s nominee name.
As a group, we also partner with custodians in other jurisdictions. For further information, speak with your financial advisor or click here.
Pershing provides comprehensive protection for client assets through two levels of coverage:
A. Securities Investor Protection Corporation (SIPC):
Protects a client’s securities and cash up to USD 500,000 per client, including a USD 250,000 limit for cash.
For more information, visit the SIPC website: https://www.sipc.org/
B. Additional Coverage (“Excess of SIPC”):
Provided by Lloyd’s of London and other commercial insurers, offering a total aggregate limit of USD 1 billion and a USD 1.9 million limit per client for cash awaiting reinvestment.
It is important to note that none of these coverages protect against losses resulting from market fluctuations. An excess SIPC claim would arise only if Pershing were to fail financially and client assets for covered accounts, as defined by SIPC, could not be located due to theft, loss, destruction, burglary, misplacement, misappropriation, abstraction, failure to obtain or maintain possession or control of client securities, or failure to maintain the special reserve bank account required by applicable regulations.
Holistic Brokerage Inc is regulated by the Superintendency of Financial Services. The other entities within the group, such as Holistic Advisors SA, are overseen by their respective regulatory authorities. Holistic Brokerage, LLC is regulated by FINRA and the SEC. Holistic Asset Management LLC is regulated by the SEC and FLOFR.
Yes. Accounts held at Pershing come with login credentials for NetX Investor, allowing you to access your information at any time. You can also use the SS&C Black Diamond Wealth Management Platform for a unified, easy-to-navigate view of your assets.