Your Advantages

You are at the center of our Universe. We complement and monitor the work of your banks, leaving you more time for your professional and family activities.

EUROCAPITAL Advisors strives to assist you in managing your wealth with professionalism so it may grow constantly following a safe orbit.

SECURITY AND FLEXIBILITY

EUROCAPITAL advisors concentrates exclusively in the Consulting aspect. Therefore, your money is kept in the bank of your choice. We can work with your own banks or assist you to open a new relationship with one of the first-tier banks with which we have agreements.

CONSOLIDATED AND GLOBAL PERSPECTIVE
Each of the banks you work with may have a partial and incomplete outlook of your financial wealth. As a result, it is very difficult to adequately manage your portfolio. Our holistic perspective allows us to efficiently plan and carry out a competent coordination amongst the different banks and money managers who take part in the management of your financial wealth.
INDEPENDENCE AND OBJECTIVITY

EUROCAPITAL advisors income stems from our relationship with our clients, not with the market. In other words: EUROCAPITAL advisors is paid by our clients not by the market issuers or brokers. Compared to the traditional concept of bank/client relationship, our approach legally requires the fact that the only purpose of our assessments and recommendations is to work under the fiduciary duty to act in the best interest of our client.

PROFESSIONALISM AND TRANSPARENCY

EUROCAPITAL advisors is specialized in financial wealth management. We carry out a detailed, objective and rational assessment of the investment proposal presented by your bank, increasing the transparency of your investments. We, also provide access to top of the line money managers without having to pay high entry fees.

GREATER BARGAINING POWER/ LOWER COSTS

We understand the internal operation of banks and have a close working relationship with several institutions of different jurisdictions. These, as well as the economies of scale we have gained from working with several families, allow us to have a greater bargaining power with financial institutions which usually ends up reducing costs.

MONITORING AND MINIMIZING RISK OF YOUR INVESTMENTS
We help you in the analysis and diversification of your portfolio as a whole, not individually by institution. This enables you to efficiently diversify your whole portfolio with products of low correlation among them regardless of which institution they are in. We constantly monitor your investments and recommend adjustments.
COORDINATION AND OPTIMIZATION OF THE LEGAL AND TAX STRUCTURES
We help you plan the transfer of your family wealth to future generations.

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Disclaimer

The Adviser only accepts Accredited Investors as clients and does not provide Legal, Accounting or Tax Advice. The Adviser only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third party Website, will be profitable or equal to corresponding indicated performance levels.

Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.

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