Vision

  • 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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