About Us
Pinvest LLC is a registered investment advisory firm (RIA, Registered Investment Advisor) headquartered in Coral Gables, Florida.
It belongs to Pichincha Holdings LLC, owned by Dr. Fidel Egas Grijalva, who is also the majority owner of Banco Pichincha Holding Group and Intercredit Bank in Miami. Founded in 1906, Banco Pichincha Holding Group is the majority shareholder of the largest private commercial bank in Ecuador, as well as banks in Spain, Colombia, Peru, Panama, and an agency in Miami.
Pinvest’s offices are located in Miami, specifically at 396 Alhambra Circle, Coral Gables, a strategic location in South Florida. From here, the Pinvest team provides investment advisory services under the highest regulatory standards, serving clients seeking clear investment solutions aligned with their financial goals.
A Registered Investment Advisor (“RIA”) is a firm that provides financial advice and investment management services. Pinvest is registered with the Securities and Exchange Commission (“SEC”), complying with federal regulatory requirements.
Registration with the U.S. Securities and Exchange Commission does not imply any level of skill or training.
The fiduciary duty is the legal and ethical responsibility to act in the best interest of clients. As an RIA, the firm has the legal obligation to put clients’ interests above its own and to maintain full transparency at all times.
Fiduciary principles upheld by the firm:
- Client Interests First: All recommendations are based solely on what is most beneficial for the client.
- Transparency: Full disclosure of any potential conflicts of interest, as well as fee structures, is ensured.
- Trust and Integrity: The firm maintains high ethical standards, enabling strong relationships with clients and supporting every decision with responsibility and confidence.
Pinvest operates under a client-centered investment advisory and management model. In both services, the investor’s profile, financial objectives, and risk tolerance are carefully evaluated.
Personalized advisory focuses on analyzing and optimizing the client’s existing investments, while investment management provides access to international markets through model portfolios composed of equities and bonds, selected and supervised by professionals.
The firm operates with full independence from issuers and intermediaries, ensuring objective decisions free from conflicts of interest.
Meet Our Core Team
Esteban Zorrilla
Chief Executive Officer
Francisco Badiola
Chief Investment Officer
Diana Zumaran
Operations and Compliance Officer