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Multifamily Office Variable Income (MOR)

  •   The model of this service is that IFG suggests to the HNWI client what to do with a particular instrument and the client makes the decision about their entire financial portfolio in Equities (local or foreign).

  • The client's profile is Variable Income and High Equity, where the client can have their funds in one or more investment banks.

  • Interaction with the customer is when he  requires it or when IFG detects an opportunity. Once a month, the client is given a consolidated statement with their investments in the different investment banks and suggestions of what changes to make and a meeting is held that can be monthly or weekly.

  • Additionally, a weekly report is delivered  to the client with the value of the consolidated financial equity.

  • The charge is only monthly fee, there is no success fee.

Analyzing Data

Edificio de las Empresas Reitz 2, Avenida Limache 3421, Of. 409 Viña del Mar

Analystifgcapital@gmail.com

© 2020 by IFG Capital Ltda.

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