Firmus-Octogone Inc. provides advisory and asset management for investments portfolios through diversification and optimization for private clients, institutional investors and companies, with a team of experts in international asset management and advanced technologies.
Investment Management Platform Partner
WEALTHARC’s innovative digital technology empowers to consolidate AuM, automate processes and meet new regulatory challenges. WEALTHARC delivers a state-of-the-art solution to Family Offices, Independent Financial Advisors and Private Banks.
Member of the Superintendencia del Mercado de Valores (SMV)
The SMV has exclusive competence to regulate and watch investment companies, intermediaries and other participants in the securities markets.
Firmus-Octogone Inc. is regulated and supervised by the Superintendencia del Mercado de Valores (SMV) of the Republic of Panama, with license to operate as a Securities House by means of Resolution No. 630-2014.