Financial advisory and asset management
We are independent financial advisors offering financial advice, portfolio management, financial planning, brokers account management, predefined funds and hedge funds.
Financial Services
Financial Advice
We careful listen the specific financial needs and objectives of our clients with the objective to provide bespoke services that fulfils the expectation of our clients.
Portfolio Management
We create, recommend and maintain portfolios of financial products based on stocks, bonds, ETFs, mutual funds, or alternative investments to fulfil the investment objectives of our clients.
Financial Planning
We create financial plans adapted to the lifecycle of our customers. This is important because the needs of saving and expenses change along the life of the individuals, due to personal preferences, social conditions and family situation.
Brokers Account Management
We mange our client's brokers account from end to end, so they can focus in the important things in life like family, friends and works.
Dedicated Team
Raúl Bartolomé
Raúl Bartolomé Castro is a financial advisor, portfolio manager, engineering director, entrepreneur and investor. He is a seasoned professional with more than 10 years of experience in the financial sector, investing in the stock market and advising dozens of individuals to achieve their financial goals.
Lana Bartolomé
Lana Bartolomé is an experienced professional assistant covering many administrative and businesses needs. She likes finances, customer communication and marketing.
Are you a financial advisor? Apply for an internship with us
We are looking for passionate individuals in finance, from financial advisors to quantitative analysts.
Let's talk
Why Choose Our Financial Services
Experienced Advisors
Advisors with more than 10 years of experience.
Best Services
High competitive financial services with high performance and low cost.
Life Finance
A finance program adapted to you life.
What Our Clients Say
