Servicios Financieros > Active Compass, Family Office

Finantial services

We take care of all financial responsibilities required for asset management.

Analysis and preparation of investment strategies

Analysis of sufficient capital: we determine whether current or future resources allow for compliance with forecast defined plans and we design the corresponding investment policy.

Asset allocation

This depends on the client profile. To increase profits to the maximum level and to reduce risk to its minimum in your specific investment portfolio.

Asset allocation monitoring

Due to possible changes in situations and factors that can have an effect on assets it is necessary to establish uninterrupted monitoring of the assets.

Contact with financial suppliers

We carry out the corresponding actions with banks, insurance companies and other suppliers with total transparency.

Monitoring and execution of proposals.

Execution of plans of action for investment policies and the subsequent monitoring and comprehensive analysis.

Custom reporting

To allow you to have complete control of your assets at all times and be informed of all movements and results obtained.

An adequate investment policy does not guarantee success; nonetheless not having one invariably leads to failure.

This is our methodology