Active wealth management

With global economic conditions constantly changing and the speed of which information travels nowadays, we believe it is important to periodically review portfolios.

In addition, the emotion plays a key role. Stock markets are places where company's shares are traded in a market subject to the influence of mass psychology and alternating feelings of confidence and fear, and in some extreme cases, greed and panic.

In order to better manage risk, we follow day by day global economic indicators and we do not hesitate to reduce exposure to equity when we deem appropriate.

Your Personalized Investment Strategy

Every investor is unique and has different needs. That’s why we tailor our services according to each of your expectations. Our clients can choose between a fee-based service or commission, depending on their preferences.

We adapt portfolio risk exposure based on each investor’s profile.