Investment Process

To build the best portfolio for each client, take the following steps:

Client's profile

Meet the client's goal, taking into account the risk and liquidity that want to have, to create a portfolio that best suits your needs.

 

Asset Allocation

Define investment by asset class (fixed income, equities, alternative), currencies and geographic areas.

 

Security Selection

Choosing the assets individually, according their cash flow.

 

Monitoring

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

 

What kind of investor am I?