but don't know how or
don't have time?
The 3 Laws of the investment world
Our investment service complies with the three rules that every investor should always look for.
- High diversification to put all the eggs in the same basket.
- Low costs to optimize your performance.
- Have a clear and established investment policy being monitored daily.
How does Advise Financial® Investment?
1. Determine your Investment profile
Not all investors are the same, each one has its financial reality. With the most modern technology, we will determine the speed from 0 to 100 at which your investment portfolio should go.
2. Your ideal Portfolio
By having an investor profile, we will build an exclusive portfolio tailored to your needs, based on the performance you are looking to obtain and your level of risk.
In the portfolio, we will use financial products called Exchange Traded Funds that offer you high diversification and low costs.
The funds used are primarily BlackRock's Vanguard and Ishares, the world's largest asset managers.
3. Openning your investment account
L
Where at any time you can make contributions with partial or total
withdrawals, in leading institutions in the USA
Charles Schwab for clients in the USA (opening from $ 50,000).
Interactive Brokers for International clients (opening from $ 30,000).
Remembering that the money will never be delivered to Advise Financial®, but will be managed by us from your investment account, with you being its sole owner.
If you live in the USA, you can open investment accounts for a retirement fund with tax benefits such as:
- IRA (Individual Retirement Account).
- Roth IRA.
As well as 529 accounts for your children's o grandchildren's education and HSA accounts (Health Saving Accounts).
4. Constant control of your investments.
With our exclusive Advise Financial® GPS Portfolio Tracker service, we will maintain your investment portfolio continuously at speed stipulated in your investment policy according to your investor profile.
Along the way, there will be turbulence, and the markets may go up and down and at those times:
When prices of stocks and bonds move and modify the stipulated recipe, we will sell what went up to buy what went down and keep your portfolio on track.
We will help you visualize the usual ranges of variation that your portfolio could have to maintain your long-term vision.
When there are changes in your life, you can change to another of the portfolios we offer for you and adapt to your new financial priority to provide you with greater well-being.
Why with us?
1
We offer you a personalized and close
treatment; we are always there for you.
2
Your investment portfolio will be managed
directly by a certified financial advisor
CERTIFIED FINANCIAL PLANNER™
3
We will help you keep your
investment portfolio on track
when times of turbulence come.
Your investment portfolio will be managed directly by a certified financial advisor (CERTIFIED FINANCIAL PLANNER ™), our founder and CEO Alonso Rodríguez Segarra, with more than 20 years of experience in the world of personal finance
Service Proposal
The opening balance for Advise Financial®, is $3,000. Our service fees for portfolio management are:
Advise DigitalUSD
| Advise PremiumUSD
| Advise VIPUSD
|
|
|---|---|---|---|
| Fees for services (% annual) | 0,90% | 0,80% | 0,70% |
| Investment account opening - USA |  | | |
| Investment portfolio design based on ETFs | | | |
| Investor risk profile determination | | | |
| Strategic rebalancing service to the portfolio | | | |
| Secure file storage | | | |
| Semi-annual report of the investment portfolio | | | |
| Mapping the retirement horizon | | | |
| Customer services | | | |
For more information, please schedule an appointment with us without obligation.
We transform your finances to transform your life.
