Tell us about yourself


What is your age?

How many people are in your immediate household (including yourself)?

How many dependents are living with you? (excluding you and your partner/spouse)

What is your annual pre-tax income in USD?

How consistent is your household current and future income earning?

Which industry sector is most related to your household income (your job sector)?

What is your total net worth in USD (add up what you own and subtract what you owe)?

How much do you want to invest in USD?

How long do you want to invest?

We recommend the portfolio with the objetive

Your risk tolerance evaluation is based on the information you have provided us. Please verify that it is accurate.

Basic Account

Basic Account
  • US Equity 0%
  • Fixed Income 100%
Minimal risk focused on capital preservation and protection. You are not willing to take on risks, even if that considerably reduces your returns.
Very Low Risk & Returns Potential.

Conservative

Conservative
  • US Equity 10%
  • Fixed Income 90%
You are willing to take on some level of risk to increase your returns by investing an approximate up to 10% on equity investment. Your portfolio will have low volatility.
Low Risk & Returns Potential

Moderate

Moderate
  • US Equity 30%
  • Fixed Income 70%
You are willing to take on moderate risk in pursuit of increasing more your returns by investing approximately up to 30%. Your portfolio will have moderate volatility.
Moderate Risk & Returns Potential

Entreprenur

Entreprenur
  • US Equity 50%
  • Fixed Income 50%
You are willing to accept losses in pursuit to increase a long-term high return by investing approximately up to 50%. Your portfolio will experience high volatility.
Moderate-High Risk & Returns Potential

Aggresive

Agressive
  • US Equity 70%
  • Fixed Income 30%
You are willing to accept a very high risk in pursuit of a long term-term high return by investing approximately up to 70%. Your portfolio will experience high volatility.
High Risk & Returns Potential

Speculative

Speculative
  • US Equity 100%
  • Fixed Income 0%
You are very comfortable accepting extremely high volatility and risk in your portfolio, seeking to maximize your long-term returns by investing up to 100% of your portfolio in equity investments.
Very High Risk & Returns Potential
If you prefer, you can invest in a portfolio that has a minimal credit risk.

Basic Account

Basic Account
  • US Equity 0%
  • Fixed Income 100%
Minimal risk focused on capital preservation and protection. You are not willing to take on risks, even if that considerably reduces your returns.
Very Low Risk & Returns Potential.

We recommend that you review and update your risk profile periodically and when a major event happens in your life, such as a change in your income or financial requirements (i.e., childbirth, retirement, marriage, etc.).