INVESTMENT STRATEGY

Our aim is to provide a solution adapted to the clients’ specific needs, regarding expected return, risk tolerance, liquidity requirements and tax restrictions. We select the investment profile that best adapts to our clients’ specific objectives.

Through a rigorous investment process, our investment committee decides on the asset investment, considering different variables, such as liquidity of investment vehicles and diversification in terms of regions, sectors and currencies. Combined with a rigorous macroeconomic and graphic analysis, we create a portfolio that will obtain the best performance, with a specific volatility.

We select the best investment vehicles among the world’s most important banking and financial institutions, offering an authentic architecture platform, open to our clients. Unlike many banks and asset managers we do not invest in internal products, but, instead, we focus on the selection of the best mutual funds, traded funds (ETF), fixed income funds, high capitalization company shares and stock indexes, available in the market.

We use resources of our research team to monitor and select the universe of Fixed Income Bonds, Stock Indexes, “long-only” and hedge funds. Said resources, combined with an exclusive internal tool for portfolio management and risk analysis, enable us to offer higher risk-adjusted returns to our clients.