The investor is our priority. Our objectives are aligned with yours since our fees are linked to our managers’ results.
Moreover, all of our financial assets are invested in our investment products.
OUR METHODOLOGY
Situation analysis
And analysis of our customers’ needs
Our customers are the focus our day-to-day work. By knowing exactly what they need, we can maximise their gains and help them achieve their goals.
Investor profile
Analysis of the appropriate product
By asking a few simple questions we determine our customers' risk tolerance so that we can select the product that best suits their investor profile.
Making the Investment
Yields and diversification
In accordance with our Value Investment philosophy, we are constantly selecting the best securities possible for each one of our products. Creating a diversified strategy that maximises our customers' yields.
Monitoring investments
Transparent and periodic reporting
We provide entirely transparent and periodic reporting on our customers' investments. Reporting is a top priority for us.
Management and optimisation
Your investment is always up-to-date
We are constantly evaluating whether the securities in our portfolio are the right ones to achieve our investors' goals.
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