Investor Profile

The best investment is the one that fits perfectly into YOUR profile and meets YOUR goals.

 

The market has a wide range of investment options, which offers more or less yield, with more or less risk, which allows the existence of an ideal type of investment for each particular investor.

 

Based on a set of specific variables for each individual, the investor profile is determined with the aim of selecting which are the allocations most suitable to each of our partners. It is not possible to state that a predetermined allocation or investment portfolio is the best option for all investors, as people have different goals and investment horizons as well as a natural divergence in terms of risk aversion.

 

Profile Description

 

Conservative

Investors who seek low risk investments and immediate liquidity. They do not cope neither with the volatility of variable income securities' markets nor any loss in the invested capital.

 

Moderate

Investors who seek low to medium-risk investments, with almost immediate liquidity. They do not cope with the volatility of variable income securities' markets, accepting very limited loss potencial in the invested capital.

 

Balanced

Investors who seek medium-risk investments, with the majority of them being of almost immediate liquidity. They can cope with the volatility of variable income securities' markets in a small potion of their portfolio and accept limited losses in the invested capital.

 

Aggressive

Investors who seek high-risk investments, without immediate liquidity. They can tcope with the volatility of variable income securities' markets and losses in the invested capital.