DiverInvest Methodology

DiverInvest Methodology

Our philosophy is based on working side by side with our clients.
Our methodology provides us an advantageous position to adjust to daily market changes.
Our method consists of the following steps:

  1. Client analysis: defining financial goals and analysis of current portfolio in order to establish a financial plan.
  2. Investment: investment proposal and implementation in a short period of time.
  3. Audit: ongoing improvement, review, monthly reporting, and teamwork with our clients.

Investment process

Our investment process is unique and sound, with a focus on risk management.
Every investment is evaluated and approved by the investment committee who performs the analysis and assesses the risk.
We are constantly working to identify the best products.

Commitment to technology

We work with technological tools developed in DiverInvest, ensuring agility, efficiency and control.