INTEGRITY AND HONESTY. All our actions are designed to be wholesome and honest, not only with our clients but also with every person with whom we relate daily (regulators, employees, suppliers, et.).
OUR CLIENT IS AT THE CENTER OF OUR DECISIONS. The sole objective of our services is to cover the needs of our clients, giving satisfactory answers to their problems and helping them to make decisions. All of it within the strict frame of legality and the regulatory environment.
TRUST. Our daily work is directed at earning trust from our clients, regulators, shareholders and society as a whole. But also to earn trust from our employees, and for that purpose, team directors must generate it within their staff. It is both a commitment and a responsibility.
EXCELLENCY. All our processes and actions aim at excellence. We cannot allow ourselves to make mistakes on information, follow-up, or control.
INDEPENDENCE AND TRANSPARENCY. We know that these are the values that distinguish us from the rest, because they are part of our company´s DNA. It is therefore particularly relevant to be clear and transparent when delivering our services (commissions, information, follow-up, etc.) and when dealing with clients, regulators and shareholders. Since we draw no rebates from client’s, when suppliers must be selected independence is an ever present condition that ensures the best products are chosen.
INNOVATION. Innovation entails the use of new technologies, process improvement, and the search for new financial products to offer our clients services with the highest standard of quality and safety.
TEAMWORK. Ours is the best team, not only because we have top level professionals, but as a consequence of a collaboration model for individuals, departments and areas. In addition, we have an internal set of rules for the overall mode of operation and relationship.