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. We provide an integral financial advice, adapted to the lifecycles of our clients, and considering pivots aspects, such as tax optimization, family situation, saving targets, risk tolerance or unexpected expenditure.
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. We offer client's brokers accounts from our registered financial advisor accounts, which provide access to worldwide financial assets with low fees and fast execution.
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. We rebalance the portfolio of our clients to follow the preferences in allocation and risk tolerance.
We provide a three predefined funds adapted to low, mid and high levels of risk/expected return. This is a cost-effective and easy way to invest money. The funds are composed by the mixed of stock, bonds and alternative investment and rebalanced according the investment policy.
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. We guide our clients during all process to build trust and confidence.
We provide hedge founds that are executed using trading algorithms and supervised by hedge funds managers. This is a novel technology that allows the executing of a trading strategy based in analytical data removing the emotional aspect of the traders.