About us and our team

 

About us

Investment Management LLC is a RIA (Registered Investment Advisor Firm) in the State of Florida focusing on Florida Investors whether personal or corporate, and international element clients that invest in the US as professionals or business owners, we help set the financial planning status quo and risk assessment to achieve their personal, family and business goals aligned with their investment portfolios and other wealth strategies to keep the path to success. We are a Florida RIA firm at your service.

You may download our English Brochure Services presentation here or the Spanish Version for Spanish Speaking Investors here.

VERONICA PROFESSIONALsmaller

 

Veronica Maria Parellada Eller is an investment adviser with experience in several fields, including Investments, Real Estate, Insurance and Portfolio management.
Serial Entrepeneur, advisor and founder of Investment Management LLC, holds different licenses in order to provide a full scope of diversification strategies to better serve their clients. To see more about her experience, activites and licenses you can download her form Adv Part 2B disclosure here.
You can also connect with her via Linkedin.
Originally born and raised in Barcelona, Spain, Veronica has traveled through many countries and holds an MBA and a Masters of International Business at Darla Moore, specialized in finance and valuations. She is always open to a creative conversation where the grounds of personal goals and risk assessment are aligned with the current situation of her clients.

You can access Veronica’s broker check information clicking here.

 

Carme Hortalà Vallvé is our Compliance Advisor and holds over 20 years of experience in the Financial industry, specifically as Compliance Officer and Advisor. Currently stands out also for her other positions at ICF, Gaesco GVC and as memeber of the Economic Commission of Futbol Club Barcelona.   She holds a series 65 and can also take care of portfolio supervision.

My investment Path – Investment Management LLC

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2525 Ponce de Leon Suite 300 – Coral Gables, 33136 – FL (305) 490-4413
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Wealth Management specialized on international element clients that invest in the US or abroad. We help set the financial planning and risk assessment to achieve their personal, family and business goals aligned with their investment portfolios and other wealth strategies to keep the path to success.