Our Services
Our Services
Patagonia Wealth Advisors provides a suite of services which are tailored to the specific needs of each of our families. Our services include:
EB-5 Fund Management
Patagonia Wealth Advisors manages private investment funds structured to meet the requirements of the U.S. EB-5 Immigrant Investor Program. In its management capacity, PWA is able to efficiently utilize its wide array of expertise to provide the upmost capable EB-5 fund management for an increasingly educated EB-5 investor clientele. PWA works closely with American Regional Center Group LLC (“ARCG”), and its increasing number of regional centers to provide investors with a professional management service.
Investment Planning and Asset Allocation
Our investment plan and ultimate allocation of capital is based on a tailored investment strategy geared towards reaching each of our client’s goals. We rely on a diligent approach to ensure the creation of an investment plan that is flexible to our clients’ needs as well as sturdy enough to provide safety, transparency, and clear tangible goals towards the preservation and growth of wealth.
Financial Statement Consolidation
As part of our ongoing commitment to our client, we will work diligently to consolidate the financial statement of your various entities ensuring a meticulous service congruent with the accounting set of rules of the selected country. Our diversified team of problem solvers possess almost a hundred years of combined experience, ensuring the best resource of knowledge, wisdom and vision geared towards finding the right solution for you.
Investment Monitoring
Patagonia has a pledge with each of their clients to provide a world class service. Our dedicated team of advisors, accountants, and lawyers will ensure that your needs are met and goals are reviewed on a timely manner. Our advisors will work with you hand in hand to ensure an active and flexible investment approach which we will regularly monitor and adjusted to reflect personal changes and current macroeconomic conditions.