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Management

MODEL

Seeking is not the same as finding

In order to achieve our client’s financial objectives, we follow a rigorous and detailed work method. A personalized process that is focused on responding to our client’s needs.

This work method is based on an investment management model with four clearly defined phases.

Phase 1

Definition of investment profile and objectives

Phase 2

Definition of the investment strategy

Phase 3

Execution and implementation

Phase 4

Follow-up and performance review

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