What is your investment philosophy?

It is important to know the investment philosophy of your financial advisor or your future financial advisor if you do not have one yet or intend to change them. The investment philosophy shows the scope of the advisor's perception of the investment as well as the fact that he has a specific plan with which he manages your funds.

Having a specific plan is necessary as you will be able to know that in a bad scenario for the markets he will be able to manage fluctuations by making the necessary changes and that he will not be distracted by the pressure of the markets resulting in making wrong moves.

An investment advisor with a broad knowledge of investments can become your best ally as they will be able to keep you aware of future trends by explaining to you in an understandable way whether you can benefit from these trends or not.

This document does not constitute and shall not be construed as a prospectus, advertisement, public offering, or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction.