STRUCTURING AND
MANAGEMENT OF DISCRETIONARY
INVESTMENT PORTFOLIOS
We offer investment advice to high-net-worth clients through the structuring of predetermined investment portfolios
Our research and investment management team is focused on building liquid portfolios with different levels of return, volatility and risk, through a limited power of attorney that only allows us to invest the assets according to the risk profile selected by the client
With an independent business model, we seek to minimize conflicts of interest by way of a competitive annual fixed commission plan, an unbiased asset selection process, and by investing our own capital in our products
- ATTRACTIVE COMMISSION PLAN:
We work on the basis of an “all inclusive fee” that considers all purchase and sales movements, custody expenses, and any other additional service - UNBIASED ASSET SELECTION PROCESS:
Because we are independent and have our own research department, our asset selection process is totally unbiased. We focus in locating the best possible assets for each of our investment strategies - WE BELIEVE IN OUR PRODUCTS:
A significant portion of the company’s wealth is invested in our own portfolios and products. This way we align our objectives with those of our clients, reduce the conflicts of interest, and increase the probability of offering higher yields than those of the competition
Our Strategies
Fact Sheet
Fact Sheet
Fact Sheet