Investment Portfolios

By matching our clients to one of our four portfolios, we bridge our clients’ needs to their long-term goals. Our team constantly seeks different investment options and solutions by analyzing and comparing funds and UCITs’ strategies, resulting in an integrated portfolio management approach.  

Our platform’s open architecture and our close relationships with different fund houses allows us to choose from a spectrum of best in-class products, without conflicts of interest while maintaining our high diversification capabilities.

For more information, click here to contact our team.

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100% Deuda

100% invested in debt funds, with a healthy mix of Emerging and Developed markets

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Moderado

72.5% on debt funds, biased towards Emerging Markets, in combination with 27.5% of equity

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Conservador

Focused at 90% on debt funds with a 10% mix invested equity

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Balanceado

Invested principally in equity with 44.5% focus on debt funds