Investment advice and successive planning

In our organization we give objective advice, looking for the maximum profitability in every ambit.

The main tasks in the Investment advice and Successive planning are:

  • Identification of financial needs.
  • Investment objectives analysis.
  • Risk profile advice.
  • Development of investment plans and strategies.
  • Carrying out and evaluation of investment projects.
  • Performing as investment agent before financial institutions.
  • Analysis of personal and family situation and recommendation regarding:
    - Patrimonial protection.
    - Confidentiality and financial security.
    - Lineage transmission of assets.
    - Successive planning.

The clients expectations are intimately related to the appeal that they have for risks and the knowledge of the economic and financial markets they have.

Colonia 1007 - Floor 4 - PC: 11.100 | Montevideo - Uruguay
Telephone: (+598) 2908 0171 - 2900 4180 - 2900 2163 | Fax: (+598) 2900 6484

E-mail: estudio@assandri.com

Development: Intermedia


FACEBOOK
TWITTER LINKEDIN