At LifeInvest, we provide a comprehensive range of solutions and services to guide you on your financial journey.
Our Financial Advisors are dedicated to understanding your unique goals and crafting a personalized wealth strategy that supports you through every stage of life.
Assets Management
We manage portfolios tailored to your needs.
• Stocks • Bonds • ETFs • Structured notes • Alternative investments • Commodities
We have a team that manages portfolios based on each client's particular risk profile. It also defines investment policies by identifying opportunities with a long-term vision. In addition, we select assets using a methodology that focuses on fundamental analysis, from the macro environment to the financial health of companies.
Your investments are in a safe place
We have partnerships with a highly qualified group of custodians that we make available to you so that you can rest assured that your money is well-safeguarded.
* Lifeinvest, as a registered investment advisor in the United States, can provide its services through an advisory contract, regardless of the company where you maintain custody.
Tax and Estate Planning
We incorporate estate, tax, and succession planning into your financial plan
• Wealth Protection • Migration planning • International tax and succession planning • Business continuity and corporate management
Your wealth is the product of years of preparation, effort, and consistency in the execution of your good ideas. Let us help you find efficient ways to preserve it in the face of all the events in your life, both expected and unexpected. At LifeInvest, we are here to help you take the right direction to safeguard your legacy.
These services may involve third-party providers.
Financial Planning
We design your personalized financial plan.
• Investments •Taxes • Savings • Retirement • Wealth and Estate Protection• Insurance • Cash Flow Management
Thanks to a thorough analysis of your financial situation, we can build a specific plan to achieve your goals, covering various areas that impact a person's Financial Health.
Cutting-Edge Technological Solutions
We use technology to make your portfolio more efficient
Our clients have access to Addepar, the industry-leading portfolio performance reporting and analysis software. This tool enables our Wealth Management team to make timely and accurate decisions, allowing the client to have a personalized experience.
Consolidate all your assets and view them on a single platform from any device.
Risk Management
We advise you on choosing the right life insurance for you
In a constantly evolving financial world, uncertainty is a reality. At LifeInvest, we offer Risk Management solutions designed to identify, assess, and mitigate the risks that could impact your wealth and investments.
60% of families in Latin America and 46% in the United States reported having faced financial problems after the death of the main family provider due to not having life insurance, according to the Swiss Re Institute in 2021.
FINANCE PROBLEMS
In a recent survey by bestrateslife.com, respondents were asked about their top financial concerns. Income replacement, funeral expenses, and leaving an inheritance appeared in the results. These are issues that can be addressed by having a life insurance policy.
FINANCIAL CONCERNS
According to a 2021 survey by Bestow, 42% of millennials believe that a $250,000 term life insurance policy for a healthy person would cost around $1,000 per year when in reality, it costs around $160 per year.
MILLENIALS BELIEVES
Alternative And Innovative Investments
We use alternative investments to differentiate your portfolio
Alternative investments are complementary strategies to traditional assets such as stocks, bonds, and cash. In an environment where traditional investment portfolios can be inefficient, alternative investments play a valuable role in portfolios.
Recent studies have shown that by including 20% of alternative products in traditional investment portfolios (stocks and bonds), over the last 32 years they would have yielded an average of an additional 0.65%, with a 1% decrease in risk, making portfolios more efficient.
Financing Opportunities
We help you connect with financing options
In an ever-changing world, financing needs are becoming increasingly important for all sectors of the economy. That's why at Lifeinvest, we have partnerships to connect our clients with the necessary financing solutions.
Mergers and acquisitions
Margin loans
Loans
with mortgage guarantees
Loans for private placements
These services may involve third-party providers.
