INVESTMENT ADVISORY is our service. Due to the frequent change in the financial markets, constant monitoring of their evolution is essential to act at the right time, thus optimizing investment decision opportunities.
Following prime financial markets, we seek to advise clients on the best opportunities.
We analyze client’s financial instruments portfolios, advising on the best strategies in their allocation, ensuring that such financial instruments are appropriate to the client’s experience, financial situation, loss tolerance levels and investment objectives.
Tracking and monitoring of the portfolio, presenting proposals for changes, monitoring and improvement of financial assets portfolios held by clients;
We carry out technical analysis and opinions on any financial instruments, clarifying the client about the underlying risks and their adequacy to the PROFILE OF RISK ascertained by this company.