Investment Advisory Services

Strategic Asset Allocation Advisory.

Analysis of providers and products, including comparison of investment solutions offered to our clients by their custodians.

Representation of our clients before their entities, support every aspect of our clients’ relationships with their providers, including fee negotiation on our client’s behalf and analysis of client costs and risks.

Proposals for selecting “Best in Class” solutions based on client needs.

Portfolio Management Services

Investment Profile Definition
Proactive management according to each investor’s specific investment profile.

Continuos monitoring and adjustments as needed, preserving alignment with each investor’s investment profile.

Financial Reporting

Account consolidation.

Operational control.

Risk analysis.

Performance calculation.

Performance attribution.

Cash Flow Analysis and Projections.

Geographic and Sectorial breakdown by account and custodian.

Detailed Analysis by Asset Class.

Specific Security Analysis.

Cost Analysis.