How do we do it?


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How do we do it?


We help you think and act strategically by supporting you in 4 key areas

Financial Planning


"If you don´t know where you´re going, you will probably end up somewhere else."

-Yogi Berra

Financial Planning


"If you don´t know where you´re going, you will probably end up somewhere else."

-Yogi Berra

We help you plan and keep you on track

We believe that money shouldn't be an end in itself, but a tool  to do what is most important to you.

We help you translate your personal aspirations into financial goals and develop a plan to achieve those goals. We then use the plan to guide our actions and track our progress together.

 

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Portfolio Management


Portfolio Management


We manage and monitor our clients´ investments

 

We understand that you don´t want to spend your time on concepts like portfolio theory, standard deviation, and correlation.  We, on the other hand,  thrive on finding better and more efficient ways to help you to invest.

 

We build and manage a tailor-made investment portfolio designed to meet your financial objectives. Then, we take care of the day to day investment decisions so you can go about doing the things that interest you.  

 

 

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Risk Management


"Predicting rain doesn´t count. Building Arks does.".

-Warren Buffett

Risk Management


"Predicting rain doesn´t count. Building Arks does.".

-Warren Buffett

We help our clients manage uncertainty.

All investing involves some element of risk, so an important aspect of managing wealth is helping you preserve it.  

 

 

Wealth preservation is not only about investing the money properly.  It is also about identifying scenarios that could have a negative impact. Many investors avoid thinking about these scenarios by hoping they won´t occur.  We think that this is the wrong approach. By discussing these scenarios beforehand,  we can help you prepare and minimize the impact .

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Portfolio Reporting


Portfolio Reporting


We keep you in  the loop without overwhelming you with information

Transparency, accountability and human contact are a fundamental part of what we do. We provide you with a secure intuitive information system that gives you ongoing access to your portafolio composition, returns and activity.  We meet  with you personally on a regular basis to review the results so that you know what we are doing and why.

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