Ceres Global Advisory

CERES Global Advisory Inc. is an independent boutique investment advisory firm founded in 2018, offering personalized, unbiased, and transparent financial advisory services to individuals and institutions. The firm practices custom portfolio management on a discretionary and non-discretionary basis, focusing on a tactical allocation strategy to reduce risk and enhance performance. Investment options include various securities, mutual funds, government securities, and options. CERES provides fee-based investment advisory services, with fees ranging from 0.65% to 2% per annum based on the account value. The firm may also charge a fixed fee or a combination of advisory and performance fees. Clients must have a minimum account size of $250,000, but exceptions may be made at the firm's discretion. CERES does not accept or maintain custody of client funds or securities. The firm offers model portfolios, including asset allocation, equity, put write & covered call, and quant strategies. CERES has not been subject to disciplinary actions, and its officers include Pascual Santosjuanes as Chief Investment Officer and Daniel Mac-Crohon as Director/COO/CCO. The firm's primary funding sources are client fees and funding from its principal shareholder, Capital Group Florida LLC.