Personal Area
BECOME A CLIENT

OUR SERVICES

At Finaccess Value we strive to help our clients establish and achieve their goals by serving as their guide in investment management, offering the best products and services tailored to their financial needs, wealth, and risk profile. We offer:

  • Comprehensive advice with customized solutions
  • Global strategic asset allocation.
  • Access to differentiated asset classes
  • Client accompaniment throughout their financial cycle
  • Experience in international markets, for a global vision and a local approach

ADVISORY SERVICE

/

Receipt and Transmission of Investment Orders

/

Portfolio management

ADVISORY SERVICE

Finaccess Value offers investment advisory services through which we accompany the client throughout the process, including, among other aspects, the following:

  • Definition of the customized investment policy, risk tolerance, and profitability objectives.
  • Global strategic asset allocation.
  • Implementation plan and monitoring throughout the process.
  • Open architecture, with the financial products that best suit a client's needs, risk profile, and time horizon.
  • Risk management.
  • Continuous investment oversight.

Receipt and Transmission of Investment Orders

Finaccess Value receives and transmits investment orders for its clients related to several financial products (including stocks, investment funds, and pension plans, among others). 

Portfolio management

Finaccess Value offers solutions tailored to its client’s needs through discretionary portfolio advisory services which can be summarized in four steps:

  • Establishing goals. We focus on our client’s needs, objectives, and investment time horizon and, in addition, we fully analyze the risks and decide which we are willing to assume, all in collaboration with our clients.
  • Allocating assets. We determine the asset mix and allocate a risk budget. We establish the strategic positioning of the portfolio.
  • Constructing the portfolio. We determine the tactical positioning of the portfolio. We select those financial assets that are best suited to the client's needs, risk profile, and time horizon.
  • Monitoring performance and risk management. We continuously supervise and monitor performance, risk, and compliance with the indications given to us by our clients.
Become a client

If you have any questions, please do not hesitate to

contact us