Advisory Services
Advisory Services & Portfolio Management
Our Advisory Services have been designed for those clients who like to be actively involved in the decisión-making process. We provide investment ideas, advice and guidance but the client retains ultimate investment control.
First step: Understanding the client
Intercam offers several different investment management alternatives.
Since everyone’s financial situation and investment profile is different, we first want to understand your current financial needs and long-term objectives before making any recommendations to you.
Since everyone’s financial situation and investment profile is different, we first want to understand your current financial needs and long-term objectives before making any recommendations to you.
