Bancolombia Capital Advisers LLC

Bancolombia Capital Advisers LLC, located in Miami, FL, provides asset/portfolio management and financial advice to individuals, institutions, and corporations. The firm offers discretionary and non-discretionary investment management services tailored to each client's objectives. Bancolombia's investment strategies focus on various assets and securities to align with client goals and risk profiles. The firm's fee structure ranges from 0.40% to 3.00% of the net asset value, with fees negotiable and based on the type of account. Clients may impose restrictions on their accounts, and the firm may engage sub-advisors for certain client accounts. Bancolombia does not engage in soft dollar arrangements and does not direct brokerage for client referrals. The firm does not vote proxies on client securities, and clients are expected to vote their proxies. Bancolombia does not maintain custody of client funds, and assets are held at qualified custodians. The firm has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings. For more information, clients can contact [email protected].