Di Matteo Mondino Stockbroker provides integral advice based on the fulfillment of various stages taking as a starting point to know the profile of the client, focusing on their individual characteristics.
Therefore it is essential to analyze the needs of each client and establish the best combination of security, profitability and liquidity related to your profile and time horizon.
Having determined the objectives, we proceed to plan investment, defined as a continuous, systematic and deliberate process,through which, depending on the goals pursued, we establish the composition of assets, in order to optimize the profitability according to selected risk level.
Finally, we design and implement monitoring systems through its ongoing review, adapting the portfolio according to variations in the environment and changes in the objectives of the investor.
We have the experience, knowledge and resources to carry out this task.
Administration and management of investment portfolios
Our dynamic management strategy of portfolio leads us to optimize alternative investment adapting the relationship between risk and return.
We have in our trading desk with local and international electronic platforms for the execution of different assets and all the information in real time, necessary to achieve an adequate management of investments.
Clearing, Settlement and Custody of values
We offer Cash Management service to our customers, through the clearing, settlement and custody issued by the Montevideo Stock Exchange for Local market securities, as well as Bank of New York (New York Mellow Bank) for international operations .
We also collect coupons, dividends, depreciation and shipments monthly statement.