About Us | Philippine Investment Advisors

Our Story

Philippine Investment Advisors was founded in 2015 by Michael Reyes and Isabella Santos, two financial analysts who recognized the untapped potential of the Philippine market at a pivotal moment in the country's economic development. Having worked for international investment firms, they observed that foreign investors often lacked the local insights necessary to navigate the unique opportunities and challenges of the Philippine investment landscape.

Starting with a small office in Makati and a team of just five specialists, we initially focused on real estate investment consulting for expatriates and overseas Filipino workers looking to invest their savings back home. As our reputation for providing unbiased, data-driven advice grew, we expanded our services to include stock market portfolio management in 2017 and business startup consulting in 2019.

The COVID-19 pandemic marked a turning point for our firm. While many investment advisories struggled, we leveraged our digital infrastructure to continue serving clients remotely and developed specialized insights into emerging post-pandemic opportunities. This forward-thinking approach allowed us to double our client base during 2020-2022 when many investors were seeking guidance in uncertain times.

Today, Philippine Investment Advisors has grown to a team of 28 professionals across offices in Manila and Cebu, serving over 500 clients from 23 countries. Our growth reflects our commitment to excellence and our ability to adapt to the evolving Philippine investment landscape. As we look toward 2025 and beyond, we remain dedicated to our founding vision: empowering investors with the knowledge and connections they need to succeed in one of Southeast Asia's most dynamic markets.

Our Mission & Values

Mission

To empower investors with expert knowledge and unbiased guidance, enabling them to make informed decisions in the Philippine market and achieve sustainable financial growth while contributing positively to the country's economic development.

Vision

To be the most trusted investment advisory firm for the Philippine market, recognized globally for our integrity, expertise, and commitment to our clients' success, while helping shape a prosperous future for the Philippines.

Our Core Values

Integrity

We maintain the highest ethical standards in all our dealings, providing transparent advice free from conflicts of interest.

Expertise

We continuously develop our knowledge and skills to provide cutting-edge insights into the Philippine market.

Client Focus

We prioritize our clients' long-term success over short-term gains, tailoring our advice to each client's unique goals and risk tolerance.

Innovation

We embrace emerging trends and technologies to identify new opportunities and improve our service delivery.

Community Impact

We believe responsible investment can drive positive social and economic change in the Philippines.

Cultural Sensitivity

We bridge cultural gaps for international investors while respecting local Filipino business practices and customs.

Meet Our Leadership Team

Michael Reyes

CEO & Co-founder

With over 20 years of experience in investment banking across New York and Singapore, Michael returned to his Filipino roots to establish Philippine Investment Advisors. He holds an MBA from Wharton and specializes in identifying emerging market opportunities.

Isabella Santos

COO & Co-founder

A former economic advisor to the Philippine government, Isabella brings deep insights into local regulatory frameworks and economic policies. She holds a Ph.D. in Economics from the University of the Philippines and leads our research division.

David Chen

Head of Real Estate Investments

A third-generation Chinese-Filipino with extensive connections in property development, David previously managed a $200M real estate portfolio for a Hong Kong investment firm. He specializes in identifying high-growth locations before they become mainstream.

Maria Gonzales

Director of Business Development

A serial entrepreneur who successfully launched and sold three startups in the Philippine tech sector, Maria now helps our clients navigate the complexities of business ownership in the Philippines, from concept development to market entry strategies.

Our Achievements

1

Trusted by Global Investors

We've advised clients from 23 countries on investments totaling over $780 million in the Philippine market, with an average client retention rate of 93% over three years.

2

Award-Winning Research

Our quarterly Philippine Investment Outlook report has been recognized by the Asian Investment Association for excellence in market analysis for three consecutive years (2022-2024).

3

Industry-Leading Returns

Our real estate portfolio recommendations have averaged 16.7% annual returns since 2019, outperforming the market average by 4.2%, while our curated stock portfolios have delivered 22.3% annualized returns.

4

Business Success Stories

We've helped launch 47 successful businesses in the Philippines since 2019, with an 82% three-year survival rate—significantly above the national average of 53% for new ventures.

5

Educational Impact

Our investment workshops and webinars have educated over 3,500 investors, while our pro bono advisory program has helped 120 small Filipino entrepreneurs secure funding and scale their businesses.

What Our Clients Say

Philippine Investment Advisors transformed my approach to the Philippine market. Their deep local knowledge helped me identify a beachfront development opportunity in Siargao before the island became an international hotspot. Three years later, my investment has appreciated by 215%, exceeding even their optimistic projections. Their team handles everything from regulatory compliance to property management, making remote investing effortless.

Robert Kiyosaki, Real Estate Investor from Australia

Thomas Bergmann

Real Estate Investor from Germany

As a Filipino-American looking to reconnect with my heritage through investment, I was overwhelmed by the options and potential pitfalls. Philippine Investment Advisors guided me through building a diversified portfolio of stocks in renewable energy and consumer sectors. Their quarterly strategy calls and personalized approach make me feel like their only client, despite their growth. Most importantly, my portfolio has consistently outperformed the PSE index by 7-9% annually.

Jennifer Cruz

Portfolio Investor from California

Launching a sustainable tourism venture in Palawan seemed impossible as a foreign entrepreneur unfamiliar with local regulations. Philippine Investment Advisors not only helped navigate the complex bureaucracy but also connected me with reliable local partners and sustainable practices consultants. Their comprehensive market analysis validated our concept, and their ongoing support has been invaluable. Two years in, we're profitable and expanding to a second location.