INVESTMENT STRATEGIES FOR GOOD AND BAD MARKETS

Not forming part of any financial group gives us full freedom and independence and allows us avoiding the usual conflicts of interest arising among financial entities and investors. This is an essential attributes that enables us to work FOR our clients.

Our main asset is the client. We are only focused on providing comprehensive financial advice to our clients. Alpha is a Personal Financial Manager for each client, whose portfolios are systematically compared with the main international benchmark indices of fixed income and equity.

17-year professional experience in the analysis of international financial markets and the structuring and management of investment portfolios ensuring a successful professional advice. This professional practice is supplemented with teaching practice at top-level universities and permanent participation in conferences and seminars on investment-related matters.

Our clients keep the possession of their accounts. Alpha has no access to the management of the funds; we are just advisors. Capital preservation and growth is our main goal. We recommend investments in Fixed Income (Bonds) starting from Investment Grade category, which is translated into more safety for the funds of our clients. In turn, advice on Equity is mainly related to international mutual funds in good standing that involve a lower risk for the client with a larger diversification as regards geographic areas, sectors and currencies.

Alpha receives no commissions or payments from any bank and this is an advantage to give impartial recommendations or advice to our clients for their benefit. Our professional experience and the volume of the portfolio subject of the advice allow us reducing the transactional commissions charged by banks to our clients as well as obtaining the best purchase / sale prices and revising the quality and time of the transactions made. Alpha does not compete with banks; on the contrary, it adds value to them by making them more flexible and less expensive.

In this type of advice, confidentiality plays an essential role in the peace of the family and the assets of each client. This is undoubtedly one of the main pillars of Alpha.