Welcome to Baluarte.
We help individual investors, families and institutions protect their wealth and achieve their financial goals.
We are a financial intermediary registered with and supervised by CMVM that fulfils the need for investment advice of international standards based on the values of independence, transparency, experience, efficiency and dedication.
Our team has over 20 years of experience in investment management.
We would be delighted to meet you.
Baluarte is completely focused on investment advisory. Focusing on one service allows us to perfect every detail. Through Baluarte you will have access to a wide range of markets and international investment funds with maximum operational and cost efficiency. With us you will benefit from:
Analysis of your financial situation
Financial expression of your life goals
Definition of your risk profile
Definition of the ideal structure for your financial assets
Definition of the most adequate investment strategy considering the market environment and your specific profile
Selection of the financial instruments to use in building your investment portfolio
Preparing all necessary trade information for your approval and transmitting it to the financial intermediary (bank) of your choice
Continuous follow up of your portfolio, with analysis of any deviation from parameters and goals and proposal of both preventive and corrective measures
Portfolio reports, including valuation, trade recap and performance analysis
Macroeconomic and market review and outlook
Your own financial advisor, always available
Our institutional clients may request that a member of our team accompanies them in their meetings and investment committees
If and when necessary, Baluarte brings its clients together with its legal advisors to ensure the most rigorous advise in all areas.
Partner – Investments
Partner – Private Clients