Client Profile

Knowing the client's objectives, taking into account the risk and liquidity they wish to have, to create a portfolio that best suits their needs.

 

Asset Allocation

Define the investment by asset class (fixed income, variable income, other alternatives), currencies and geographical areas according to the investor's profile.

 

Security Selection

Choose the assets individually, according to the cash flow of each one.

 

monitoring

Constantly measure the performance of the portfolio and make the necessary adjustments so that each client meets its objectives.