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Global Fund
Select |
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Global Fund Select is an investment platform that allows
Global Valores to offer tailored asset allocation services for a broad range of world class mutual funds. You will access the investment strategy that best
fit to your risk profile, maximizing your rate of return to achieve your long term
objectives.
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How is the
investment process? |
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1. Diagnosis:
Using a customized questionnaire, your financial advisor analyzes your risk profile
and investment objectives. |
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2. Proposal:
You will receive an evaluation that recomends a precise blend of asset classes for your portfolio. |
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3. Authorization and Execution:
You can choose to emphasize or exclude geographic regions or asset classes from your initial proposal.
We formalize and execute the final investment proposal. |
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4. Monitoring:
A group of professionals evaluates the management companies and their funds against
strict quantitative and qualitative criteria. |
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Global Fund Select is based on
a sophisticated and scientific platform that propose a personal investment profile
with a precise tailored asset allocation strategy to meet your financial goals.
Also, you will have a Financial Advisor who will guide you in the development of
an investment strategy which is adapted to address changes in your investment goals. |
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