SERVICES

Our work philosophy is client-focussed: our mission is to obtain excellent understanding of their concerns, requirements and capacities and to establish a long-term attachment that allows us to focus on achieving their objectives with absolute transparency and independence.

We believe that good professional and independent financial advice can save our clients time and money.

FINANCIAL Planning

Strategic Financial and Asset Planning. Establishment of Objectives and Investment Policy.

Establishment AND CONTROL of Objectives and Investment Policy

Design of the ideal portfolio based the customer's objectives and needs.

REPORTING

Preparation of a comprehensive monthly report with analysis of results and returns of the overall consolidated and individual position of all the financial institutions.

We believe markets are not ALWAYS efficient and that it is possible for a skilled porfolio manager to outperform the market over time. We select experienced managers in different kinds of assets with track records of superior performance.
 
We are long-term investors and succesful investing is a function of patience and so investment choices must be provided time to reach their potential.

In our role as financial advisors we do not try to time the direction of the market. We strive to keep our clients invested according to their guidelines set forth in each client´s unique investment policy statement.

We take no more risk that is necessary to achieve our client´s objectives.

We believe that investing without regard to the effect of taxation is malpractice.

100% OF OUR REVENUE COMES FROM OUR CUSTOMERS, THUS ELIMINATING ANY CONFLICT OF INTEREST.