Numa

Numa Americas Corp. is a fee-only investment management firm established in Miami, FL. The firm specializes in providing personalized investment advisory services to high-net-worth individuals, trusts, estates, and corporations. Numa does not sell annuities, insurance, stocks, bonds, or mutual funds, and it strictly operates on a fee-only basis without accepting commissions or finder's fees. The firm offers sub-advisory services to third-party and affiliate advisory programs, as well as investment advisory services through discretionary and non-discretionary accounts tailored to each client's investment objectives. Numa's investment strategies focus on asset preservation and capital appreciation, utilizing various financial instruments such as equity, fixed income, options, and alternative investments. Clients of Numa typically have a minimum initial investment of $50,000, with fees based on a percentage of total regulatory assets under management, ranging from 0.30% to 1.00%. The firm does not engage in performance-based fees or side-by-side management. Numa exercises investment discretion for client accounts, selecting securities based on each client's investment objectives and risk tolerance. The firm does not vote proxies on client securities, and client assets are held at qualified custodians to ensure transparency and security. Numa's Chief Compliance Officer oversees the supervision of activities within the firm. For more information, clients can contact Rafael Zamora León, the Chief Compliance Officer, at [email protected] or (786) 315-4824.