Benefits
Independent Consultancy
No conflicts of interest with banks, sales networks or other intermediaries. We don't have any relationship with banks, we don't sell products, we don't receive retrocessions or commissions. Since we are remunerated only by the client's fee, our interest coincides only with the client's needs.
Higher Yield
90% of the products offered by banks (funds, policies) yield less than the market, mainly due to high costs. Our portfolios, on the other hand, have consistently beaten the market thanks to the use of efficient products, a winning asset allocation and active management.
Risk Management
Portfolio construction aimed at reducing the probability and magnitude of losses. Daily monitoring to minimize losses.
Personalized Consultancy
The portfolio is built according to the objectives, needs, risk appetite and time horizon of each client. A wide range of portfolios with diversified risk/return profiles on the international financial markets, with the possibility of modifying one's own objectives, time horizon and investment choices are available.
Portfolio Cost Reduction
Improvement in the commissions applied by the bank. Abatement of the costs of asset management, about 2%-3% per year, also known as the "hidden fee", consisting of all those costs deducted from the yield of the product purchased that the investor incurs in an "automatic" manner.
Greater Assistance
All operations are explained in full so that the customer can share them. The customer has a contact person he can turn to at any time.
Portfolio Management Method
Active portfolio management with the objective of obtaining a positive result regardless of market trends. It is a professional method, based on a macroeconomic, fundamental and technical analysis of securities. Consequently, only securities with the best risk-return ratio are selected.
Portfolio Monitoring
The portfolio is not left idle for months at the mercy of events, there is a continuous process of alignment to new market scenarios. Transactions are made to take advantage of opportunities that the market continually offers and exits promptly when the market is not favorable.
Fee
The fee is equal to a small part of the client economic benefit as a result of the efficiency, the cost savings and the results achieved.