{"id":49,"date":"2021-10-06T18:39:05","date_gmt":"2021-10-06T16:39:05","guid":{"rendered":"https:\/\/finaccessvalue.es\/?page_id=49"},"modified":"2026-05-04T22:14:43","modified_gmt":"2026-05-04T20:14:43","slug":"servicios","status":"publish","type":"page","link":"https:\/\/finaccessvalue.es\/en\/servicios\/","title":{"rendered":"SERVICES"},"content":{"rendered":"
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OUR SERVICES<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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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:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tComprehensive advice with customized solutions<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tAsset management with a wide range of institutional vehicles <\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tAccess to differentiated asset classes <\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tClient accompaniment throughout their financial cycle<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tExperience in international markets, for a global vision and a local approach <\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    ADVISORY SERVICE<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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    RECEIPT AND TRANSMISSION OD INVESTMENT ORDERS<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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    PORTFOLIO MANAGEMENT<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    ADVISORY SERVICE<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    Finaccess Value offers investment advisory services through which we accompany the client throughout the process, including, among other aspects, the following:<\/p>

    • Definition of the customized investment policy, risk tolerance, and profitability objectives.<\/li>
    • Global strategic asset allocation.<\/li>
    • Implementation plan and monitoring throughout the process.<\/li>
    • Open architecture, with the financial products that best suit a client's needs, risk profile, and time horizon.\u00a0<\/span><\/li>
    • Risk management.<\/li>
    • Continuous investment oversight.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      RECEIPT AND TRANSMISSION OD INVESTMENT ORDERS<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Finaccess Value receives and transmits investment orders for its clients related to several financial products (including stocks, investment funds, and pension plans, among others).\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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      PORTFOLIO MANAGEMENT<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Finaccess Value offers solutions tailored to its client\u2019s needs through discretionary portfolio advisory services which can be summarized in four steps:<\/p>

      • Establishing goals. We focus on our client\u2019s 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.<\/li>
      • Allocating assets. We determine the asset mix and allocate a risk budget. We establish the strategic positioning of the portfolio.<\/li>
      • 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.<\/li>
      • Monitoring performance and risk management. We continuously supervise and monitor performance, risk, and compliance with the indications given to us by our clients.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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        <\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

        NUESTROS SERVICIOS En Finaccess Value queremos ayudar a nuestros clientes a definir y alcanzar sus objetivos, gui\u00e1ndoles en la gesti\u00f3n de sus inversiones, ofreciendo los mejores productos y servicios en funci\u00f3n de sus necesidades financieras, su patrimonio y su perfil de riesgo, ofreciendo: Asesoramiento integral con soluciones personalizadas Gesti\u00f3n de activos con una amplia gama […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-49","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/finaccessvalue.es\/en\/wp-json\/wp\/v2\/pages\/49","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finaccessvalue.es\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/finaccessvalue.es\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/finaccessvalue.es\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/finaccessvalue.es\/en\/wp-json\/wp\/v2\/comments?post=49"}],"version-history":[{"count":304,"href":"https:\/\/finaccessvalue.es\/en\/wp-json\/wp\/v2\/pages\/49\/revisions"}],"predecessor-version":[{"id":4082,"href":"https:\/\/finaccessvalue.es\/en\/wp-json\/wp\/v2\/pages\/49\/revisions\/4082"}],"wp:attachment":[{"href":"https:\/\/finaccessvalue.es\/en\/wp-json\/wp\/v2\/media?parent=49"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}