what we do

What We Do

We design customized, liability-based investment strategies, and facilitate their implementation and monitoring. As architects of financial services, we guide portfolio managers, broker/dealer firms, custodians and administrators in much the same way that skilled architects choose the precise contractors, craftsmen and suppliers to pursue the highest quality execution.

CONSULTIVA’s tailored investment advisory procedures are guided by the unique goals of each client, mindful of issues such as risk, investment costs, local impact investment opportunities, responsible investment principles, taxation and inflation.

We then facilitate its implementation, monitor progress and compliance, and watch the blueprint come alive.

 

advisoryservicesforinstitutions

Advisory Services for Institutions

Read More

 

servicesforiandf

Services for Individuals & Families

Read More

 

servicesforcurrentclients

Services for Current Clients

Read More

Code of Ethics

Read More

Privacy Policy

Read More

CONSULTIVA's ADV

Request

Subscribe to our newsletter