Investment Process

Our highly disciplined investment process is easily understood, economical, and effective.

 

Design

Understand

Investor Profile Questionnaire: we get to know you before determining what investment portfolio is right for you.

  • Risk Capacity
    Time Horizon, Financial Situation, Financial Goals.

  • Risk Tolerance
    Attitude Towards Risk, Investment Experience & Knowledge.
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Identify

We help you find the appropriate investment goal that fits your financial needs.

Evaluate & Build

We diligently analyze your financial situation and recommend 3 portfolio asset allocation proposals that fit your risk profile.

Implement

Implement

Once you have chosen a portfolio asset allocation, you’ll open a brokerage account in which to implement it. We will then proceed to invest and manage the portfolio, on your behalf.

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Ongoing Management

Monitor & Adjust

We provide ongoing portfolio management, monitoring and rebalancing to keep the portfolio you choose aligned with your risk tolerance and financial goals.
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