Our Investment Philosophy
The Model Portfolio platform is designed by our Investment Office. The objective of our Model Portfolio solution is to deliver results to investors with efficiency, transparency, and profitability. Our Model Portfolios invest through UCITS ETFs in order to meet specific objectives such as global diversification, tactical investments, and tax efficiency.
THE VARIABLES IN THE SYSTEMATIC OPTIMIZATION PROCESS ARE:
PERFORMANCE, RISK, AND EFFICIENCY.
Processes
Building the Portfolio Model (PMS) is a simple four-step process that leverages all of our expertise as well as support from our risk analysis platform:
1. systematic
Translating investors' objectives into diversified portfolios through an optimization process.
2. Discretion
When assessing risks and opportunities associated with attractively priced asset classes.
3. Construction
By identifying attractive and efficient investments in order to build the portfolio.
4. Monitoring
We constantly monitor portfolios to quickly adapt to changing market conditions.
How does it work?
WE DETERMINE YOUR PROFILE AND YOU RECEIVE YOUR PORTFOLIO
We ask you a few questions and based on your answers, we recommend a globally diversified portfolio.
CREATE YOUR ACCOUNT
Entirely online and you can complete the process to open your investment account in the United States in less than 10 minutes.
YOUR MONEY IS INVESTED
When you send money to your account, it is immediately invested in your personalized portfolio.
MANAGE YOUR ACCOUNT
We constantly monitor your portfolio and make the necessary changes to optimize returns according to the accepted level of risk.
Easy process to open an account
What is a model portfolio?
A Model Portfolio is a diversified group of assets designed to achieve expected performance with a corresponding risk. Ideally, each portfolio has a combination of managed investments based on extensive research. These portfolios combine asset classes, investment managers, and investment strategies in order to achieve diversification.
Model Portfolios are designed and managed by our Investment Office.
To achieve the highest fiscal efficiency, portfolios are created with UCITS ETFs, which accumulate profits.
UCITS ETFs are registered in Europe, providing significant tax benefits for non-U.S. investors. Additionally, the investor can withdraw their money at any time and without any restriction or cost.
While almost all of us agree that investing globally is the best long-term strategy, nearly 60% of Latin Americans have more than two-thirds of their savings in cash.
We recommend utilizing a diversified strategy. Performance records indicate that different assets always display different behaviour. There is no asset that always offers the best profitability.
Security
Insured Account
Your account is insured by the SIPC for up to $500,000 USD.
Banking Security
Website protected with 256-bit encryption.
Custodian Bank
Interactive Brokers, LLC USA is the custodian bank.
“Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.
For more information regarding Interactive Brokers, please visit www.interactivebrokers.com