How to get started
Todo camino comienza con un PRIMER PASO.
GET TO KNOW US.
We'll schedule a meeting based on your availability so you can tell us about your needs and how we can help you.
SECOND
WE DEFINE YOUR
INVESTOR PROFILE AND STRATEGY
Your personal advisor will assess your investment objectives, financial situation, and knowledge of financial products and assets to determine your risk profile as an investor.
This point is key to ensuring maximum protection as an investor and being able to establish the asset allocation of your portfolio.
We establish strict risk control measures to ensure that your portfolio always meets the risk parameters defined based on your profile.
THIRD
WE SELECT PORTFOLIO COMPONENTS AND MANAGE THEM
We have access to a wide range of internationally renowned asset managers, allowing us to select the best investment funds for your portfolio.
Once your portfolio is built, active management will be carried out on all the decisions necessary to adjust the portfolio to market conditions.
FOURTH
WE MONITOR AND EVALUATE
We will contact you monthly to assess the success of the strategy, changes made, and market developments.
We will conduct an in-depth quarterly analysis of our profitability.
Schedule a meeting with your advisor
