What
We Do?
Advisory in
setting
objectives
We advise investors in determining their investment objectives based on their specific characteristics and needs. We take special care in getting to know each client.
Strategy
Design
We propose and design a specific investment strategy based on the stated objectives, considering all available alternatives in the market.
Portfolio
optimization
We provide advice on the selection, negotiation, and optimization of costs with asset managers and custodians.
Plan
implementation
We carry out the implementation of the strategy through a disciplined, transparent process, taking special care in its execution.
Analysis, monitoring,
and supervision
We analyze the economic situation and markets, maintaining continuous monitoring and supervision of our clients’ investments (fund managers, stockbrokers, and custodians).
Consolidation
and management control
We prepare consolidated reports of the total assets, including profitability analysis, asset classes, currencies, custodians, and managers.