Enrique Marti Ruiz

- We work with high net worth business owners, entrepreneurs, senior executives, retirees and families.

- We work with internal specialists and client's legal and tax advisors as part of Wealth Management and Family Estate Planning.

- We take an institutional approach to investments by defining a custom long-term Strategic Asset Allocation, aligned with investment objectives, risk profile, and liquidity needs.

- We strive to provide excellent standard of service.

*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.