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Personal CFO
Keeping track of investments and financial affairs can sometimes be overwhelming, especially when you are diversified and some of your investments are in a foreign country. To cover this need, we provide personal Chief Financial Officer advisory services. Acting as a personal counselor we not only consolidate your investments regardless of the entity that holds it, (banks, securities brokers, insurance companies, property managers, investment managers, etc.) but also provide our expert insight as to how to maximize the efficiency of your portfolio and diminish potential risks.
Get Started
01.
Create an account at our firm by filling our KYC form
02.
Check out our portfolio and look at opportunities to invest
03.
Open your bank account in Colombia (we’ll help you)
04.
Send funds to Colombia and become an investor