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OUR PRINCIPLES

To achieve the objectives that we have set for ourselves, we follow certain principles that we keep in mind at all times:

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  • Independence: We are committed to providing an independent advisory service and without any conflict of interest. Our analysis is based on our own management models while also incorporating different sources of information, including analysts from different financial institutions and independent analysts.

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  • Transparency: Whatever the type of advisory model, our philosophy is to provide total transparency to the client in terms of cost and investment analysis.

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  • Austerity: We permanently optimize internal processes and strict control of operating costs, both in our company and in our clients’ investment portfolio with the aim of increasing net profitability.

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  • Innovation: We believe in seeking continuous improvement every day by trying to innovate in different areas related to our work. We carry out a permanent survey of new technologies within the industry to improve the quality of service, increase our capacity for technical analysis and automate processes of low added value.

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  • Discipline: We believe that once an objective is defined, the discipline in the execution of the action plan is key to success. We seek to maintain consistency and perseverance in the long term according to the defined strategy.

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