Investing made understandable with Andina Advisors

Practical diversification, consistent compounding, and rigorous due diligence with a keen awareness of a client’s needs and objectives guide our processes.

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The Andina Advantage

Investment Management

A properly diversified investment plan considers diversification of risk, return, economic factors, income tax policies, liquidity, asset class, etc. Our clients enjoy a well-diversified portfolio and the help they need when and where they need it.

Investment Management in 4 Simple Steps

1

Step 1

Identify your investing goals, risk perspective, and time frame.
2

Step 2

Analyze current investment accounts.
3

Step 3

Establish an appropriate diversified portfolio, based on risk, asset class, and investment time frame.
4

Step 4

Monitor and update portfolio based on changes in your situation.

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