A unique integral service to preserve the client’s wealth in a professional, independent and responsible manner.
Our financial advice consists of three complementary stages.
An initial stage which analizes the investment profile of the investor. We try to innovate in the financial solutions we offer . The current macroeconomic and financial conditions worldwide, force us to be creative in the ideas and products we offer.
DiverInvest will monitor the client during all the investment process. We will coordinate directly with the banks to facilitate the implementation and the monitoring of all the invesments. We will allways aim to offer the best advice.
DiverInvest’s reporting offers a holistic approach to the client’s portfolio. Risk control is crucial in our investment process, applying it in a rigurous and methodical fashion and ad-hoc according to market circumstances. We negotiate the fees, check the costs, and ensure the agreed conditions are implemented for each investment.
Study of the client’s portfolio
Long term financial planning
Personal investment policy
Actual investment proposal
Direct contact with Banks
Analysis and recomendation of investment ideas.
Funds recomendation, shares, bonds, ETF’s…
Monitoring of products
Asset Allocation Rebalancing
Fee negotiation with banks