Obtaining the investor's confidence is essential to developing good financial advice. How get the investor's trust if they don't know us?

We only see one way to move forward in building trust:

> Our fees are aligned with the result obtained by our advice.

> Our independent analysis capabilities of the financial markets are exclusively at the service of our clients.

ADVICE PROCESS

Goals

Validate the investment objectives of the Institution.

Assets

Define suitable investment universes and applicable restrictions.

Implementation

Implement socially responsible investment measures.

Strategy

Set up an investment strategy according to the objectives and restrictions.

Control

Define the metrics for risk control.

Efficiency

Review of current investments portfolio and recommendation of more suitable alternatives in terms of costs, return and risk.

Monitoring

Creation of materials and tailored reports for the Investment Committee.

Coordination

Coordination with the governing board of the Institution.

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From our offices in Barcelona, we advise our clients fully independently, with strict professional criteria and free from any conflict of interest.

about

David Gassó

CEO

Economist, Certified European Financial Adviser by the European Financial Planning Association - EFPA. President of Economistas Asesores Financieros (EAF) and member of the General Council of Economists of Spain and of the Commission of Financial Economics of the College of Economists of Catalonia.