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The Service consists of advising the Client to help and collaborate with him to achieve his Long-Term Financial Vision.
The first thing that is carried out is a Diagnosis so that he understands his current investment situation, understands his long-term investment objectives based on his particular profile and then design with him a Strategy to achieve that long-term Financial Vision, taking advantage of his skills.
In the Steady State of Service, IFG Capital constantly advises the client so that their decisions are aligned with the defined Strategy and Asset Allocation and have Focus.
This "alignment" includes ongoing Investment Analysis Advice and Suggestions.
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