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In order to build the best portfolio for each client and obtain the best results, a meticulous customer-oriented management process is carried out, providing qualified professionals and the best technology to meet their objectives.
Study of the profile and objectives of the client, taking into account the risk, horizon of investment, liquidity and restrictions to create a portfolio that best suits your needs.
Define the investment by asset class (fixed income, equities, other alternatives), currencies and geographic areas according to the investor profile.
Constantly measure the performance of the portfolio and jointly value the management made to make the necessary adjustments so that each client meets its objectives.
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