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.
