THE PILLARS OF

OUR METHOD

TRUST

KNOWLEDGE OF THE PERSON

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Our financial needs and investment objectives change over time. So does our ability to take on risk. Our experience and knowledge condition our decisions as human beings.

Discovering from each person their real investment objectives, their financial needs and their insomnia threshold, we help our clients to set achievable goals and coherent with their profile as an investor.

STRATEGY

TRACE A GOOD PLAN

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Neuroscience has shown that emotion guides our decisions as people. Euphoria makes us more risky while pessimism blocks our ability to decide.

We know that to achieve our goals we must design an action plan that prevents emotions from negatively influencing decision-making.

Financial planning gives us a long-term vision of the path we must follow to reach our investment objectives without being distracted by them.

ANALYSIS

SELECT THE BEST INVESTMENTS

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We systematically apply the criteria that govern our values as a company to the selection of investments for our clients: preservation, efficiency, consistency, result, prudence.

We have a wide capacity of independent analysis at the exclusive service of our clients. Without products, without crossed interests, without conflicts. 100% independent.

EFFICIENCY

FISCAL OPTIMIZATION

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We analyze all investment alternatives from the point of view of taxes to offer you solutions that optimize the fiscal cost with financial risks.

This way, we avoid that our clients take unnecessary risk in detriment of their profitability, due to higher taxes to be paid.

PRUDENCE

RISK CONTROL

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We do not conceive the application of a strategy without a rigorous control of the risks before and during its implementation. Foreseeing the effects of adverse situations is in our instinct to preserve the patrimony of the clients that trust our company.

All our recommendations are always subjected to a check of market risks and consistency with the investor profile of the person before being delivered to our customers.

In the same way, we periodically submit all the portfolios of our clients to individual risk controls to prevent undesired effects on the results.

OPPORTUNITY

TACTICAL ADJUSTMENTS

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The dynamism of financial markets generates continuous opportunities and risks. Worse than not detecting them, is to remain impassive and not take advantage of opportunities or avoid risks.

We have developed our own tactical adjustment model that allows us to improve the long-term results of the investment strategies we implement for our clients.

EFFECTIVENESS

CONTROL OF RESULTS

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To obtain results you have to conquer successive goals. The success of our strategies is based on a control of the intermediate results that allows our clients to reach their objectives with greater visibility and tranquility.

TRANSPARENCY

COMPLETE INFORMATION

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We feel more confident when we can see through the glass what is on the other side.

Our relationships are based on transparency and always provide complete and adequate information to our customers so they can continue to trust us.

ETHICS

VOCATION

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We enjoy doing our work because we live with intensity everything that happens around the financial markets.

Our vocation of service is the essence of the ethical commitment with our clients to establish long-term relationships based on trust.