More than 35 years giving advisory services of excellence to businesses, families and people.
We help our clients, businesses and institutions to create, preserve and manage their assets so that they can reach their financial objectives. We deliver a personalized service with modern technology.
Services
We advise our clients in the definition and execution de the investment policy, as well as the long term investment strategy to be followed and the tactical changes that should be made in a timely manner, according to the market conditions and analysis by Econsult.
Services
We advise our clients in the definition and execution de the investment policy, as well as the long term investment strategy to be followed and the tactical changes that should be made in a timely manner, according to the market conditions and internal analysis.
Investment Portfolio Design
We advise regarding the design, development and monitoring of the investment portfolio according to the long term objectives of our clients. We deliver advisory to the client in the selection of managers, banks, brokers and custodians.
Study of Administration and Transaction Costs
We analyze the costs paid by the client and deliver permanent advisory in the negotiations regarding the commissions charged by suppliers (custody, brokerage, funds and administration) in each one of their portfolios.
Participation in the Investment Committee
We adjust the portfolios based on the tactical vision and the ranges approved in the investment policy, we evaluate the investment recommendations received by the client in all kinds of financial products, including alternative financial products, such as structured products, options, private equity funds, hedge funds, real estate funds and/or low liquidity assets.
Monitoring and Investment Control
We review the costs and conditions for the management of the portfolio, including the supervision of the valuation of financial assets and we perform an exhaustive review of returns, costs and performance attribution.
Investment Funds
We have 2 investment funds through Principal:
– Principal-Econsult Global Pesos which seeks to preserve and increase capital, through greater exposure to fixed income instruments.
– Principal-Econsult Global Dollar which seeks to increase capital through greater exposure to variable income instruments.
Team
United by passion and excellence, our team of highly skilled experts is committed to guiding your financial goals toward success, with focus and determination.
