Our methodology is entirely personalized. We tailor the best investment strategy for each client, aligned with their goals and unique circumstances. Whether it's for asset acquisition, retirement planning, family succession, or any other priority.
1
Portfolio Reading
Start with a diagnosis and uncover the long-term impacts and risks to your wealth.
2
Portfolio Review
We assess your portfolio's risk aligned with your current life stage and intended goals. Furthermore, we confirm if your investments offer the optimal risk-return ratio.
3
Asset Allocation Strategy
We develop investment strategies aimed at maximizing returns while minimizing risk through diversification.
4
Performance Tracker
Through our i-Tracker system, we automatically monitor the impacts micro and macroeconomic movements may have on your portfolio's performance or asset allocation distribution.
5
Portfolio Rebalancing
We ensure proper risk management by continuously monitoring all portfolio investments, adjusting and rebalancing as needed, .
6
Cost and Tax Optimization
Optimize beyond three key areas: commission-free products, stablish the best tax structure, cashback policy (the money brokers usually earn is return to your account).
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