Investment Advice implies that the advisor must obtain the necessary information about his clients:
· Distribution of Assets.
· Knowledge and Experience.
· Financial Situation.
Essential aspects for efficient management of patrimony:
· Survey of needs.
· Financial planning.
· Tax Planning.
· Assessment of client risk profile.
· Investment Strategy.
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.
The key to our business arises with two dilemmas:
How to earn trust if an investor doesn't know us?
We only know one way forward in building trust:
· Our revenue depends on performance our clients get from our advice.
· We show our capacity to get insights from all markets in the World.
What sets us apart from the competition? Why Anchor?
Because our independence guarantees objectivity.
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%