Benefits

We think each of you is important.
We give support, knowledge, and resources.
We offer first class advice at your fingertips.
We develop strategies that reflect your aspirations.
Our Strategies*
International Products

Dreaming Big

For investors seeking capital gains that prefer to delegate decisions related to the management of their bond and stock portfolio1.

  • Strategy
    • Discretionary management
    • Analysis and comparison of strategies
    • Initial investment and periodic rebalancing
    • Diversification by issuer, by economic sector, and by global region
  • Services
    • Selection of mixes and strategies according to your profile
    • Continuous management of your portfolio
    • Regular communication with your Investment Consultant
  • Minimum amount to open account: US $100,000
    (US $200,000 for international customers)

Enjoying Success

For moderate or conservative investors looking for cash flows that prefer to delegate decisions related to the management of their investment-grade bond portfolio1.

  • Strategy
    • Discretionary management
    • Analysis and comparison of issuers
    • Initial investment and periodic rebalancing
    • Diversification by issuer and by economic sector
  • Services
    • Selection of bonds according to your profile
    • Continuous management of your portfolio
    • Regular communication with your Investment Consultant
  • Minimum amount to open account: US $200,000

Building Your Future

For investors seeking advice when making their own decisions about their investments1.

  • Strategy
    • Non-discretionary management
    • You maintain control over every transaction
    • Your Investment Consultant advises you on the initial implementation and periodic rebalancing of your investments, and monitors that these remain within the established parameters
  • Services
    • Selection of your investment strategy
    • Recommendations based on your priorities
    • Continuous monitoring of the performance of your portfolio
  • Minimum amount to open account: US $500,000

Important Legal Disclosures and Information