Balance and structure
Discipline, stability, and order in wealth advisory.
About us
Independent wealth advisory from Costa Rica
Experts in global financial markets. Over 26 years delivering independent analysis and trusted wealth solutions.
Our story
A strategic evolution
With more than 26 years of experience, Chotocruz&Co. is an independent Costa Rican wealth advisory firm that supports individuals, families and institutions in important decisions related to their wealth.
Our independence allows us to start from a simple premise: our clients' interests come first. We analyze each situation from their goals, needs and particular circumstances, combining experience, analysis and judgment to build wealth strategies that make sense today and over time.
We do this through a close, personalized service model, with direct access to experienced advisors and a long-term vision.
Because behind every estate there is much more than numbers: there are years of work, projects, a family and decisions that can transcend generations. That is why we seek to be a trusted ally in protecting and projecting wealth from one generation to the next.
What guides us
Our Pillars
Trajectory and projection
Over 26 years of experience and a sustainable, forward-looking vision.
Business and visualization
Ability to understand and anticipate market scenarios.
Local and international
From Costa Rica to global markets
Making wealth decisions from Costa Rica does not mean being limited to the local market. The exchange rate, international interest rates and economic cycles have direct implications for investments, liquidity and risk exposure.
From Costa Rica, Chotocruz&Co. provides independent wealth advisory to clients in and outside the country, with a perspective that spans Latin America and global financial markets. Our analysis goes beyond a single economy or financial institution, considering opportunities and risks across different international markets.
This approach allows us to evaluate international diversification alternatives, investment strategies and risk management, integrating different geographies, currencies and economic scenarios to support wealth decisions with technical judgment and evidence.
The people behind the analysis
Advisory team
Hover over each photo to learn about their background.
Master in Finance, London Business School, MAE, INCAE, expert in investment management, capital markets and corporate finance.
Founder & CEO
Carlos Chotocruz
Founder & CEO
Master's in Finance from INCAE, specialist in investments, financial analysis, and strategic advisory.
Advisor
Francinie Soto
Advisor
Industrial Engineer from the University of Costa Rica, specialized in market analysis and wealth advisory.
Advisor
Ignacio Mondal
Advisor
Let’s talk about your wealth“Well-managed capital doesn’t just grow, it endures.”
Chotocruz&Co.