Veltra Capital is a boutique Wealth Management firm registered as an Investment Advisor in New York State.
We aim to generate attractive investment returns for our clients and help them with their financial planning needs by focusing on diversification, risk adjusted return, and tactical portfolio shifts.
Our goal is to help you realize the full potential of your assets with trust, transparency, and the highest quality of client service, so that you can achieve what matters most to you and your family.
Our investment strategy is flexible and aligned with your goals
Highly personalized plan for each of our clients, including risk management based on your specific risk profile.
Active management and investment opportunities research
Diversification across industries, asset classes, and geographies.
We use Interactive Brokers LLC as the global brokerage custodian for our client´s accounts. Interactive Brokers is one of the premier securities firm in the world with over $9 Billion in equity capital.
Professional service, committed to excellence
Estate Planning & Legal Entity Choice
Working with specialist to help you choose the most suitable estate planning alternative and business form for your investments
We help you choose the most suitable estate planning alternative or suitable business structure based on your goals and needs.
Generational wealth transfer planning and asset structuring.
Management of fiduciary, estate, trust, and institutional accounts.
We make sure you are familiarized and comfortable with your investments
Alternative Investments; ESG
Diversification from traditional investments while boosting returns
We help our clients gain access to private equity and hedge funds.
We assist and guide our clients to the right specialists while planning for their private real estate investments / divestments.
Environmental, social, and corporate governance (ESG) investing, and charitable and philantropic goals
We build strong relations with our clients
We recognize our clients´ tax situation is often an important factor in determining suitable investments
We help our clients understand and minimize the potential tax exposures relating to their investments.
We understand the special tax considerations of foreign high-net-worth individual investing in the US, such as estate taxes and benefits available to non-resident aliens.
We guide our clients to the right specialists for their planning needs.