MONITORING

Financial Monitor 

We do not sell investment products.

Our main goal is to help you make adequate financial decisions, with clear and precise information, exploring all alternatives that best suit your needs.

Portfolio & Investment Guidance, No Strings Attached.

Our monitoring service periodically identifies and reports those important details that may influence the behavior of your investment portfolio, including among many others;

  • Total cost (hidden costs), 
  • Product Structure & Risk
  • Transactions
  • Liquidity
  • Recommendations 

We work 100% for your best interest, putting over thirty years of experience on your side.
 

INVESTMENT MONITORING

Regularly, we track key elements of investments performance, to help you make any needed corrections accordingly.

We take away the daily burden from our clients by maintaining diligent and active investment monitoring, to ensure proper alignment between portfolio and Investment Policy Statement.

Monitoring; 
  • Transactions
  • Recommendations 
  • Fees & Cost 
  • Investment Policy
  • Financial Plan
  • Portfolio Performance 
  • Investment Services
  • Funds Inflows-Outflows
  • Regulations & Compliance
  • Tax Strategies
  • Advance Toward Goal
  • Insurance Needs
  • Private Equity & Alternative Investments

ANALYSIS

Analyze current investments to present  a clear picture of the portfolio’s  complete structure, characteristics and performance, focusing on two mayor topics,

Asset Allocation, verifying how investments are divided among different asset categories, to measure and understand portfolio risk exposure.
Although Asset Allocation helps investors reduce risk through diversification, it must be adjusted to the client’s risk tolerance to achieve the expected return.

 Cost Analysis, helping identify products and services total cost (including hidden fees), to consider cost-efficient alternatives.
As with anything you buy, there are fees and costs associated with investment products and services. These fees, over time, can have a major impact on your investment portfolio. You don't just lose the amount of fees you pay, you also lose all the growth that money might have had for years into the future.

ALIGNMENT

Identify your financial destiny to help you choose a clear path and correct investment vehicles, to better reach your goals. 

Financial Alignment Process;
  • Understanding Client Situation.
  • Identifying & Selecting Goals
  • Analyzing Course of Action
  • Developing & Presenting Financial Plan
  • Implementing Financial Plan
  • Monitoring Progress & Update
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