For us, and according to the Markowitz model, portfolio selection consists of two stages, the first is the observation and analysis of the future behavior of the securities, the second is determined by the investor's expectations, to conclude with the selection of the portfolio.
Remember... Not investing in a financial instrument causes your money to lose value.
We will look for companies whose businesses have high entry barriers and low possibility of substitution. with an attractive and sustainable business model over time, with the ability to generate cash flows according to your investment profile.
Each selected company will go through an analysis of competitors, customers and suppliers. We will also study the history of efficiency of the company in the allocation of capital, as well as the risk it assumes in each of its decisions.
The valuation of a share will be managed by our company taking into account the historical price, its contrast with its sector, its profitability indicators, as well as the ability to leverage; low and sustainable.
Make quality investments that converge with the goals and deadlines of our clients, with fair costs, using attractive business models, that generate free cash flows and lead to great returns on capital.
Financialag will be your personal financial advisor. To achieve this efficiently we only need to define your investment profile; everything you want to achieve by investing.
With your defined profile, our company will find the perfect amalgam between what you want and our investment philosophy. Without forced deadlines and your money always available.
Only you can have your resources. When you join Financialag, you will have an account in your name at the financial institution of support and international prestige.
Only to this account we will send instructions according to the strategy proposed for you. With your data safeguarded and your investment properly managed, you couldn't be in better hands.
We would like to hear you
700 emerson st Palo Alto, CA 94301
111 Wall Street, 10043 New york, NY
Vasco de Quiroga 3000, Santa Fe, Zedec Sta Fé, Álvaro Obregón, 01219 Ciudad de México, CDMX
+ 1 (650) 4603206
+ 1 (917) 2592276
+ 52 (55) 85266691