Our company
We are an independent consulting firm specialized in global financial markets. We help Independent Financial Advisors, Multi-family Offices, Private Banks, Stockbrokers and RIAs in growing their business. Our services are recognized for being adaptable, agile, flexible and customized.
With over 25 years of industry experience, we are skilled at understanding the needs of Advisors and their clients.
To improve the quality of life of independent financial advisors and their clients, through creative, innovative and self-sustainable proposals that add value to the advisory and wealth management process.
To create tools that help our clients in the decision-making process. To collaborate with a sustainable growth of the business in an efficient and professional manner.
What we do
We improve the asset management task and we enhance the value of your portfolio
- Selecting the best investment products for each asset class
- Improving the risk-return ratio of your clients' portfolios
- Preparing reports and analysis required to improve portfolio monitoring
- Preparing market reports for better decision making
We increase the advisor's time efficiency and reduce costs
- Delegating the due diligence and product analysis processes to us
- Focusing your energy on developing and strengthening your client relationships, while our team takes care of your investment portfolios' risk control and monitoring
- Allocating more of your time and resources to seeking out new business
- Outsourcing to a Senior Technical and Commercial Assistant available 24/7, 365 days a year.
We speak the same language
We offer an efficient solution aligned with the independent advisor’s philosophy and with their clients’ investment objectives.
Service commitment
We have a dedicated team of Senior Strategists and Analysts with extensive industry experience available to you 24/7, 365 days a year.
Independent and without conflict of interest
Our due diligence process is transparent and adapted to the industry’s new requirements and regulatory frameworks.
100% focused
Our Analysts dedicate more than 6,500 hours a year to market research and cover 2,760 different products.
Our team
Verónica Rey
Executive Director
María Camacho
Strategy Director
Santiago De Haedo, CFA
Senior Consultant
Pablo Machado, MSc.
Senior Analyst
Experiences
Kick off Punta del Este
WIF / Women in Finance
Thematic Guide 2021
Specifically created for Independent Financial Advisors
Following our due diligence process, we selected the strategies that provide a comparative advantage in the new economy framework. Our commitment is to provide an objective and independent analysis that adds value to your business, while protecting your clients’ best interests.
ContactUs
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Free Zone office
- WTC Free Zone / Luis E. Bonavita 1294, Of. 307 / CP 11300 Montevideo, Uruguay
- (+598) 2628 6563