MORE THAN 25 YEARS OF FINANCIAL EXPERIENCE
FINANCIAL ADVISORY SERVICES PROVIDED
Through our individualized financial planning methodology, we can identify the most suitable investment solutions to achieve our client’s personal goals.
We have developed our experience through several economic cycles in the most relevant international financial centres. This provides us with a global economic vision that allows us to tailor/adapt our investment recommendations to the specific needs of our clients.
KEY STEPS IN DEVELOPING
A CUSTOMIZED FINANCIAL PLAN
Understand the future financial needs of our clients as well as their current asset base and investment portfolios.
Design a customized financial plan inclusive of an investment strategy and asset allocation consistent with each individual’s risk profile.
Define an ideal implementation strategy combined with follow-up sessions that include periodic meetings and feedback to assess the achievement of milestones and/or define strategies to cover potential gaps.