sQuadra Multi Family Office

Inversiones

Our values of independence, expertise, commitment and proximity are translated into our advisory philosophy and investment process.

We listen closely to understand your objectives and those of your family. Only then we can prepare a sound investment strategy that will allow you to remain confident in times of market turbulences and enable your assets to grow in the long term.

Investment process

We start with an initial conversation to understand your personal circumstances, financial goals, constraints and ability to tolerate risk. We would like to know your understanding and interest in the financial markets.

We will then design an investment policy with a long-term strategic distribution of assets and will recommend investing in a diversified manner, so that your portfolio is robust in times of volatility. We aim to maintain a constant dialogue and review your investments regularly to make swift decisions as circumstances change.

New investment opportunities may arise, and we will always aim to ensure that your portfolio continues to follow its policy guidelines and your long-term goals.

When performing our research and selection of bonds, stocks and other investments we combine our own propietary analysis systems with access to reports from renowned investment banks and independent research boutiques.

We invest with an open architechture framework. We do not recommend anything we ourselves would not invest in. We want you to invest with conviction.

The art is not in making money, but in keeping it.

-Proverbio

What we do

Design your investment policy and lay down an strategic asset allocation.
Prepare investment proposals that fit your investment goals and risk tolerance.
Indentify opportunities, suggest investment ideas and monitor your portfolios.
Offer our opinion and recommendations on preexisting third party portfolios.
Analyze all types of securities and investments and identify their potential risks.
Support and advice on new business projects and real economy investments.
Hedging, income or speculative derivatives strategies for sophisticated investors
Estimate annual interest and dividend income and leverage capability.