I have been working in the Financial Services industry for over 20 years and have a great deal of experience on Investments and Financial markets.
I started my career in Financial services working for Prudential México and now I have been working as an Independent Financial Adviser
My priority is to provide you with a personalised financial planning service that gives you the security of knowing that you will obtain the Following:
1.-The Best Diversificatión
2.-Security ( Regulated Institutions)
3.-Cero Interest Conflict
Interest in the portfolio among investors.
Millions of dollars invested in the portfolio throughout the financial system.
Interest that the portfolio among investors.
Equities: 40% (stock market shares)
Fixed income: 60% (bonds,etc.)
Risk level: Moderate
You accept a moderate return as you would only tolerate losing up to 20% of the value of your investment in a recession and therefore look for moderate risk.
The fixed monthly fee charged by the investment professional for the use of the portfolio
Clients may incur certain charges imposed by custodians, brokers, and other third parties; please visit our Pricing section.
Investore Inc.195 Montague Street14th Floor, BrooklynNew York 11201