At Popular Securities, integrity and experience are the foundation of our investment service. Our experienced consultants create the strategies that put your capital to work for your benefit, in the most efficient way. We provide investment consulting for individuals and corporations and investment products, both local and from abroad, that achieve the highest yield possible according to your needs.
Your investment plan will include:
- Assessment of Needs, Objectives and Current Situation
We evaluate your current life stage, investment needs and risk tolerance.
- Investment Policy Agreement
This is an agreement between two parties that stipulates how to invest your money. (It includes asset distribution, risk tolerance and liquidity requirements.)
- Investment Proposal
We design a plan based on the investment alternatives that adjust to your needs.
- Strategy Implementation
We'll jointly execute the plan approved by you.
- Evaluation and Revision
We adjust the plan according to your life's changes.