INDEPENDENCE

NO CONFLICTS OF INTEREST

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 for objectivity.

We work exclusively for our clients, who are our sole and exclusive source of income.

EXPERIENCE

PRESERVATION AND CONSERVATION OF WEALTH

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 net worth in the wake of the challenges posed by the threating market environment.

METHODOLOGY

RELIABILITY

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.

AVAILABILITY

CUSTOMIZED SERVICE

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.

SECURITY

REGULATED AND SUPERVISED

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.

GLOBALITY

INVESTMENT UNIVERSE

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.