We seek excellence in our service

At DPM Finanzas we are convinced that business deals must be conducted on principles and ethical values that warrant a long-term relationship with our clients, based on trust.
Along those lines our business model, focused on giving our clients our best while avoiding any conflict of interests, is grounded on the following values.

Values of DPM Finanzas

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.

Why choose us

  • Independence in our recommendations (no ties to any entity).
  • Service transparency (without commissions from suppliers, plus clear costs).
  • Detailed reports on your investments and their development (your position in all your Banks).
  • You are not alone! Analyses and continuous follow-up of your investments.
  • What matters to us is knowing your goals, your knowledge and your needs.
  • Final decisions on your investments remain with you; you can count on our professional advice.
  • You can take advantage of the favourable conditions we have agreed upon with collaborating entities.

 

What Client’s Say

Having a scan of my heritage, such a transparent and professional manner I had not seen before , at last I have the feeling that someone really cares about me and my needs.
J.F.M., executive
Truly this is a new way to invest , it’s a professional and independent service , something I value after the bad experiences of the past.
J.A.P., retired
It was a figure unknown to me, but being a company regulated by the CNMV (National Stock Market Commission), and seeing the professional way in which I was treated, I hired their services. I believe that if other clients had counted on a service of this kind, many of them would have avoided past mistakes.
J.M., businessman
Having a professional advice where I have the final decision of my investments where no incentive Finance DPM product you recommend , in which the company can not touch my money and that I can recommend the best leads product market was what I was looking for.
M.F.S., lawyer