OUR METHODOLOGY

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.

Análisis de situación

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.

Necesidades del cliente

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.

seguimiento de inversion

Monitoring investments

Transparent and periodic reporting

We provide entirely transparent and periodic reporting on our customers' investments. Reporting is a top priority for us.

gestión y optimizacion

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.