Knowing our customers
—Their current finantial situation.
—Their profile and current and future needs.
—Their financial and personal goals.
—Their relationship with current managers.
—Their financial knowledge and investment expertise.
Analysis of the current portfolio
—The structure of the financial portfolio by entities and managers.
—The performance of each type of asset.
—The structure of financial costs.
—Analysis of duplication.
Establishment and implementation of the investment policy
—Design of the ideal portfolio based the customer's objectives and needs.
—Definition of the strategy for the distribution of assets and managers.
—Working with those managers that contribute for each type of asset and justification of costs.
—Update of the cost structure.
—Making recommendations to the customer and following up on their implementation with institutions.
Control and Monitoring
—Daily monitoring of the financial markets and their prospects.
—Monthly supervisory meetings with portfolio managers with analysis of their results and their future prospects.
—Preparation of a comprehensive monthly report with analysis of results and returns of the overall consolidated and individual position of all the financial institutions.
NEITHER OUR COMPANY, OUR SHAREHOLDERS NOR OUR EMPLOYEES RECEIVE ANY PAYMENT FROM BANKING INSTITUTION, MANAGER OR BROKER FEES.
ALL OUR REVENUE IS DERIVED FROM THE FEES PAID BY OUR CUSTOMERS.
THESE FEES ARE BASED ON THE ADVISED VOLUMES AND ARE INVOICED DIRECTLY TO THE CUSTOMER ON A REGULAR BASIS.
WE DO NOT CHARGE FEES OR HAVE MINIMUM COMMITMENT CLAUSES OR CHARGE PENALTIES FOR LEAVING.
OUR BUSINESS MODEL IS TRANSPARENT AND ENSURES MAXIMUM INDEPENDENCE OF THE PRODUCTS THAT WE OFFER TO OUR CUSTOMERS.
WE AT ESFERALIA CAPITAL BELIEVE THAT THE FACT THAT ALL OF OUR REVENUE COMES DIRECTLY AND SOLELY FROM OUR CUSTOMERS IS THE ONLY WAY TO ENSURE OUR TRUE INDEPENDENCE.