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.
