We are not linked to any financial institution. We are independent of interests other than those of our clients because our independence is a guarantee of objectivity.
We work exclusively for our clients, who are our sole and exclusive source of income.
Our experience in the financial sector since 1985 has successfully trained us in overcoming successive crises and euphoria in the financial markets. We are always ready to advise our clients how to preserve their heritage in the face of the difficulties posed by the changing market environment.
We have developed a proven method over time to implement long-term investment strategies with consistent results. We rely on asset optimization, risk control, scenario analysis and the selection of investments with quantitative models.
We have the necessary time to personally assist each client in all aspects related to their assets. The advisor coordinates directly all the areas involved in planning, strategy, execution and control both internally and externally.
We are an investment services company that provides independent financial advice in accordance with the regulatory framework of the European MiFID Directive and we are authorized and supervised by the National Securities Market Commission.
All our advisors are certified members of the European Financial Planning Association (EFPA), and are subject to a demanding ethical code of professional conduct.
We are trained to offer investment advice globally, without restrictions. We rely on first-rate financial information providers and have direct access to global and specialized managers, both national and international, as well as to a wide network of professional contacts all over the world.