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We design
a customized
financial plan
for you

Thanks to a thorough analysis of your financial situation, we can build a specific plan to achieve your goals, covering various areas that affect a person's financial health.

Investments Taxes Savings Retirement Estate planning Insurance Cash flow management
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We manage portfolios tailored to your needs

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.

Stocks Bonds ETFs Structured notes Alternative investments Commodities Cryptocurrencies

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.

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Other
custodians *

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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.

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Addepar

Consolidate all your assets and view them on a single platform from any device

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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.

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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.

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We advise you on choosing the right life insurance for you

You won't always be there to financially support your loved ones. Having life insurance will provide you with peace of mind knowing that when an unexpected loss occurs, your family won't have financial worries.

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.

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.

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.

We have UFC4Wealth as an ally, an independent benefits firm and member of M Financial Group. It specializes in the design, installation, and administration of retirement strategies, insurance, and wealth management for both multinational corporations and families with estate planning needs. M Financial Group is the leader in Life Insurance in the United States.

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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

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We incorporate estate, tax, and succession planning into your financial plan

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.

Wealth Protection Migration planning International tax and succession planning Business continuity and corporate management