We are dedicated to bringing protection, diversification and assets growth to our individual and corporate clients.
According to the client’s profile, we offer two distinctive financial managements:
- Non-Discretionary Management, where Trian Financial Advisors acts as an expert adviser while the client stays as an active part of the investment decision-making process.
- Discretionary Management, where Trian Financial Advisors manages the client’s portfolio on his behalf according to the pre-established investor profile.
Non-Discretionary Management:
This service is meant to guide the client during all the process to success in his o her investment, from opening an international bank account to the investments advisory in financial products. The main idea is that the client takes the final decision regarding the investments.
Our goal is to provide the client with investment ideas to fulfill his or her projects. We are focus in understand the client’s profile and bring permanent contact that allows the client do the correct follow up of his or her investments.
Discretionary Management
This service is meant to guide the client not only with an international bank solution, but to all daily decision and management of his or her investment portfolio. Our mission is to provide the client with a portfolio that meets his or her financial goals during the time of the investment.
Why to choose Discretionary Management
- Professional Investment Management: you entrust Trian Financial Advisors with the management of your portfolio while reducing valuable time that could take place during the decision-making process on the Non-Discretionary Management
- Customized Portfolio: tailor-made portfolios according to your risk profile
- Permanent Watch: risk monitoring which adhere to your investment objectives
- Flexibility: you are free to switch profile at any time.
- Transparency and Follow-up: detailed and consolidated customized reports.
- Fee Structures: Access to “All-in” prices (a fee that includes custody, transaction, management, etc.).