THE FIRM

Veltra Capital is a boutique Wealth Management firm registered as an Investment Advisor in New York State.

INVESTMENT PLAN

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.

VALUES

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.

SERVICES


Asset Management

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


Tax Planning

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.

TEAM


Our Team

We are a multidisciplinary and talented team with many years of experience in capital markets, asset management, and financial planning. We value collaboration, intelligent analysis, creative problem solving, and a relentless attention to client needs.

We take a personal approach to client service, working side by side and guiding you along the way.

Address

800 Third Avenue
New York, NY 1002

Instagram

@veltracap

SEC Disclosure

Veltra Capital