Financial Counseling

Acapital advises and counsels wealthy clients on the composition of their investment portfolios.

• Giving professional advice to select the most suitable assets and securities according to the risk profile of the client.
• Following constantly the market trends in order to adapt the composition of each managed portfolio to the market fluctuations and development prospects thereof, keeping always the guidelines previously agreed with the client.
• Optimising portfolios through management standards and models (Markowitz, Black-Litterman, etc).
• Selecting the most appropriate products from other Financial Entities (Multi-management).
• Using the depository Entity selected by the client (either the one the client regularly uses or another).

All these result in important advantages to the client:

• Independence when making decisions.
• Multi-product approach.
• Counseling experience.
• Cost reduction.