Our approach consists on client-centric process, specifically designed to achieve our clients’ goals at the different stages of their lives.
Initially, we propose our clients a first meeting in order to analyze their situation and understand their needs. The main goal is to define, together, your investments objectives.
Subsequently, we offer an asset allocation proposal, according to what we defined in the previous stage.
Finally, we will carry out the process of execution and follow up of the strategy, in order to remain in line with your financial goals.