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.
Selection of investment strategies appropriate to the Family Office policy.
ESG criteria implementation in investment policies.
Periodic Investment Committee.
Establishment of short, medium and long-term return objectives.
Parameterize the indicators for risk control.
Design personalized monitoring reports, such as return and risk.
Selection of asset managers and custodians, both nationally and internationally.
Select the suitable financial assets, mainly fixed income and equities for all investment recommendations.
Recommend the appropriate risk hedge.