Advice in financial investments

Investment Advice

How do we advise you on your investments?

When it comes to financial investment advice or wealth management, each client has specific needs depending on the personal situation.

Customized financial investment advice

Together, we determine your own investment objective and risk tolerance.

Then, the management team will suggest the most approriate choice of asset classes, investment horizon and your liquidity needs.

Investment process

According to our “top down” approach, your investment portfolio is analyzed with a strict and regular methodology. With this approach we are able to offer you the best advice in financial investments.

Macroeconomic analysis

Economic and political information from different regions of the world is reviewed on a daily basis. We then examine their impact on the currency, interest rate, equity and commodity markets.

Microeconomic analysis

In selecting stocks, we analyze company balance sheets, earnings and cash flow trends as well as its management and overall strategy.

Sector study

With a sector assessment, we identify cycles or trends in your investment universe.

ESG analysis

We conduct a qualitative analysis of companies in terms of their Environmental, Social and Governance impact. An ESG score is calculated and integrated into the investment process. Our funds participate in the PATCA 2020 climate compatibility assessment.

Technical analysis

The study of graphs and quantitative analysis confirms trends indicating the best possible timing.

These five elements lead us to the stablishment of your financial investment portfolio, with a particular care to your risk objectives.

We take financial investment advice very serioulsly as the relationship of trust is top priority for us.

RESCAD: an independent asset manager

A simple approach

There is no need to change banks

Your bank, account number and bank cards remain the same.

Your assets are managed internally

With a tripartite contract, your assets can be managed directly from your custodian bank.

RESCAD: your intermediary

RESCAD is not a bank. When it comes to your investments, our role is that of an intermediary between your bank and you.

Your benefits

At RESCAD we speak your language

Proximity: our offices are close to you

Specialists in financial analysis and financial investment advice

Our asset managers and financial investment advisors are looking forward to advising you on any financial matter.