CONSULTIVA provides independent investment advisory services by assessing the client’s needs, preferences, risk tolerance and current circumstances to design customized investment strategies and implement policies to guide the process.
Our advisors assist clients that range from individuals to institutions.
After implementation, we provide ongoing portfolio performance evaluation, and assist clients in identifying strategic market opportunities to diversify and rebalance portfolios as needed.
CONSULTIVA’s services are tailored to meet the institutional client’s needs and stated objectives within their governance and investment framework.
We thrive in providing customized financial services to a wide variety of private & state government entities.
Our financial planning process is personalized to meet each client’s objectives. Whether they are parents seeking to provide for their children’s higher education, professionals seeking to properly insure their most important assets, or families exploring how to establish their legacy through philanthropic giving, at CONSULTIVA, we aim to generate suitable solutions every day.