ANCHOR CAPITAL ADVISORS

Advice Process

In the field of advice, it is vital that the advisor knows the client and his / her needs in order to establish investment objectives in accordance with the risk tolerance of the client, his / her needs in a specific time horizon and available assets.

01.

Client

Welcome Plan

· Needs.
· Distribution of Assets.
· Knowledge and Experience.
· Financial Situation.

Discover your profile

02.

Planification

Welcome Plan

· Needs Study.
· Financial Planning.
· Tax Planning.
· Determination of the Customer Profile.
· Monthly Investment Committee.

03.

Control

Welcome Plan

· Initial Portfolio adjustments and adaptation of the Strategy according to Objective, Profile and Planning.

Value proposal

We advise our clients in a completely independent way, with strict professional criteria and free from any conflict of interest, since we do not belong to any banking group or financial institution, nor do we receive economic incentive of any kind. The fees from our customers are our only source of income, which allows us to guarantee a total and continuous alignment with their interests.

Our value proposition rests on the pillars of integrity, professionalism, commitment, availability and confidentiality, guaranteeing through the continuous updating of the knowledge the financial advice in the field of investment to its highest degree of excellence.

Experience and proximity

The key to our business arises with two dilemmas:

How to get investor confidence if you do not know me?

We only see one way forward in building trust:

· Our economic benefit depends on what we give to win.
· The Reporting wants to give an idea of our capacity of knowledge of the financial markets in the world.

What sets us apart from the competition? Why Anchor?

Because our independence guarantees objectivity.

TYPES OF

A CUSTOMER'S RISK PROFILE

Anchor is also obliged to evaluate the suitability, to be able to act in the best interest of the client. This process consists of the collection of information about the client regarding its investment objectives and the subsequent evaluation of the suitability of a particular financial instrument with respect to that client and particular objectives.

The risk profile indicates the investor's ability to take losses. Since to obtain a higher return is necessary to assume a greater risk, we use this degree of risk aversion of the individual to assign a profile and thus to be able to adjust the portfolios of this according to its tolerance.

Graphical examples in percentages to imply the risk tolerance of each profile.

%

Conservative

%

Moderate

%

Risky

%

Very risky

Volatility according to inverter profile

Volatility < 5%

Max. Loss > -2,5%

Value at Risk < 2,5%

Volatility < 8%

Max. Loss > -5%

Value at Risk < 5%

Volatility < 15%

Max. Loss > -10%

Value at Risk < 10%

Volatility > 15%

Max. Loss < -10%

Value at Risk > 10%

HOW WE DETERMINE

THE RISK PROFILE OF A CUSTOMER?

MIFID Test

01.Financial Knowledge

Adviced Customer financial experience.

02.Fiscal-Financial Situation

Assets.
Liabilities.

03.Investment Objective

Preserve.
Increase.

04.Temporal Horizon

Life cycle.
Needs of disposal.