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Who We AreWhat We DoHow We Do It

CONSULTIVA is an international investment management consulting firm, specialized in designing investment strategies, blueprints and portfolios tailored to the specific goals and needs of each client.

Each client is different: a pension fund requiring an increase in the growth of its assets... an individual planning for retirement, a child’s college education, or how to create his/her own firm... a foundation seeking to assure the perpetuity of its work... an insurance company with liquidity requirements... each one has different investment objectives and particular needs.

Yet, they all need a professional plan to achieve their goals.
This is the exclusive role of CONSULTIVA.

CONSULTIVA relies on over 100 years of collective experience in the design and implementation of investment policy and personal investment plans.

We assist our clients in complying with the highest standards of prudence as they seek to accomplish their financial goals.

We facilitate a process, appropriate for institutions as well as private clients, for designing customized investment procedures according to the goals that they seek to achieve.

We then facilitate its implementation and monitor its progress and compliance.

 

 
 

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