Jose Gregorio Canas

Functions as a College/University

Biscayne Advisors is a GARP-oriented investment manager focused on large- and mid-cap equity as well as short-term quality fixed income. The firm utilizes a blend of quantitative modeling and fundamental research, and holds stock selection as the primary source of added value. They rely extensively on computer models for buy/sell decisions.

EFG Capital Advisors offers short-term investments, lower, moderate and higher volatility investments, and customized investment strategies using fixed income and equity securities and mutual funds, and alternative investments such as hedge funds. Client assets invested for the short term may be placed in the EFG Short Term Fund, money market funds, certificates of deposit and/or bank accounts. Clients willing to tolerate volatility are invested in a managed portfolio of assets based on the client's unique investment objectives. EFG's fixed income management includes investments in municipal and government, agency and corporate bonds. The firm utilizes external investment managers offering both index-oriented and actively-managed bond funds, focusing on active management of high-grade fixed income securities. They may incorporate high yield and emerging market fixed income securities and mutual funds into some portfolios. EFG's equity management includes investments in individual equity securities and mutual funds managed by external investment managers. The firm also utilizes index funds or index-based ETFs in its equity portfolios. EFG uses their proprietary asset allocation and rebalancing methodology for discretionary accounts. EFG manages a wide array of primarily private funds that invest in funds-of-funds, hedge funds and other alternative investments.

Provides on-line equity research services

Functions as a College/University

EFG Private Wealth focuses on investments in various kinds of assets and securities in a variety of markets that is intended to fit within the objectives, strategies and risk profile as described by each client. The firm may analyze the securities and other investment products it recommends purchases or sells with respect to client accounts through its various specialized area programs using charting, fundamental, technical and cyclical methods.