FINANCIAL COUNSELOR
Today's savings, turned into tomorrow's wealth.
A different way to save: instead of leaving your money idle, we build an investment portfolio with you, in Ecuador and abroad, with technical rigor and designed for the long term (minimum 5 years). Assets that grow over time for your retirement, your children's education or your family's wealth.
We determine the investor's risk profile, build a portfolio aligned to that profile and their goals, and provide technical tracking of the capital-market assets within it, with simplified, recurring reports.
Risk profiling
Determining the investor's risk profile with a focus on long-term investments.
Portfolio construction
Designing an investment portfolio aligned to the client's risk profile and goals.
Technical asset analysis
Technical tracking, with weekly reports, of the capital-market assets that make up the portfolio.
SERVICES
From your profile to your portfolio, in four steps.
Risk profiling
At Concilium we understand the need to simplify and understand your risk profile. Our no-cost service shows you in minutes what kind of investor you are, how much risk you can take and what to expect from your investments.
We generate a summary report of your investment risk profile.
Risk profile report
$10.00+ taxes and fees*
Launch price
Once your risk profiling is done, we explain your profile in detail: the recommended allocation, a sample 20-asset portfolio and what to expect in return and risk.
In a tailored document, with simple, clear information that is quick to use.
Recommended portfolio analysis
$50.00+ taxes and fees*
Once you understand your risk profile and the potential returns and volatility of a portfolio tailored to you (steps 1 and 2), Concilium will build a portfolio analysis around your tastes and preferences (up to 20 assets), structured for you to buy directly.
We generate a complete report with metrics and analysis ready to use.
Portfolio tracking and technical analysis
$20.00per month + taxes and fees*
Once you have bought your assets, we deliver a weekly technical analysis explaining where your portfolio and the market stand, with valuable information for your investment decisions.
Weekly analysis delivered for your review.
* Taxes and fees: the applicable VAT and the cost of securely processing your payment through our payment gateway. You will see the exact total before paying, with no surprise charges.
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