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INVESTMENT ADVISORY SERVICES

Con el Mandato de Asesoría, los clientes de LIC se involucran directamente en la implementación del PROCESO DE INVERSIÓN.

 

El Centro de Competencia sobre el cual LIC construyó la empresa está disponible para instituciones de terceros que buscan conocimientos de gestión sobre clases de activos y geografías específicas.

Además de profesionales talentosos, metodologías cuantitativas patentadas (LIC QUANT SCORING), evaluación cualitativa profunda de empresas y acceso a los mejores análisis de mercado de su clase, LIC ofrece soluciones de asesoría de inversión extremadamente modulares y personalizables basadas en las necesidades de cada institución.

LIC’s investment advisory services are designed to help you making informed and strategic decisions about your investments. LIC works closely with you to understand your financial goals, risk tolerance, and time horizon, and use this information to create a customized investment strategy that aligns with your needs.

LIC starts by conducting a thorough analysis of your current financial situation, including assets, liabilities, income, and expenses. LIC then works with you to set specific financial goals, such as retirement planning, saving for a child's education, or creating a legacy for future generations.

Once LIC has a clear understanding of your financial goals, it begins researching and analyzing potential investment opportunities. LIC uses a variety of research tools and resources to stay informed about the latest market trends and economic conditions, and LIC’s professionals are constantly monitoring the performance of your investments.

LIC provides you with regular performance reports and updates to keep them informed of the progress of their investments. LIC’s team is always available to meet you, discuss your portfolio, and make any necessary adjustment.

LIC’s investment advisory services are designed for investors who want professional guidance and advice on their investments but want to maintain control of the final investment decisions. LIC is dedicated to provide personalized service and expert guidance to help you achieve your financial goals.