Wealth management tailored to secure the long-term financial well-being of families, individuals and organisations.
Proactive Wealth Management
Based in The Bahamas, Levant Securities Ltd. is a boutique investment advisory and broker-dealer offering proactive wealth management strategies, practical planning tools and expert professional advice.
Levant Securities, through our subsidiary Ergus Asset Management Ltd., has held an Investment Advisor license from the US Securities & Exchange Commission since February 2013.
Strategically Aligned
Levant customises investment and wealth management strategies to the needs of each client, aligned with their investment objectives, risk tolerance & time horizons.
Our Services
Achieving long term goals through the pursuit of Absolute Returns.
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Investment Banking
Bespoke investment banking services with a disciplined eye on opportunity
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Research, Brokerage & Trading
Brokerage and trade execution geared to deliver superior results
Investment Strategies
Bespoke investment solutions with a disciplined eye on opportunity
Model Strategy
Securities that are deemed ‘long-term’ are purchased with the idea of holding them in the client’s account for a year or longer.
Income Strategy
When utilizing this strategy, we purchase securities with the idea of keeping for a year or more.
Aggressive Strategy
Securities that are classified as ‘trading’ securities’ are typically sold very quickly i.e. 90 days or less.
By The Numbers
Assets Under Management & Administration by Levant directors
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