Our absolute priority is the protection of our client´s financial assets. Because the markets are dynamic and their conditions and their stakeholders will also be changing, it is mandatory the permanent monitoring of the basic investment portfolios. So, the investment portfolios and customer assets are tracked and monitored and continuously evaluated (revised when and if necessary), to check the validity of the assumptions on which the Investment as initially made. We use all kinds of financial instruments that are suitable for the Profile, the goals and needs of each client.

Our investment proposals are “Taylor made” and consider the characteristics of each client, their financial knowledge, their experience, their specific circumstances and return expectations. We seek also to optimize the profitability of investment portfolios in accordance with the customers Risk Profiles.