Wealth
Personalized Management connects Netz’s entire technical structure to the end investor. We focus on the client, and each relationship begins with a personalized analysis of their profile, objectives, and investment guidelines.
Personalized Management
We develop tailored portfolios focusing on security, performance and long term planning aligned with each client’s objectives. Structured planning for consistent results.
Managed Portfolio
Consistency, Solidity and Profitability
Focus on fixed income
Proprietary asset structuring
Management team with extensive experience
Transparency and accountability for results
Accessibility across multiple platforms
How we protect your assets
1. Diagnosing the client
Know the client, their needs and goals in order to establish the Portfolio Investment Policy.
2. Allocation committee
We seek the best macro-level strategies for client allocation, service and follow-up.
3. Defining the portfolio
Effectively build a portfolio, including tailored institutional portfolios.
4. Monitoring and results
Monthly follow-up by the sales executive to present results and identify new opportunities for asset growth.