{"id":7788,"date":"2023-03-27T15:09:30","date_gmt":"2023-03-27T18:09:30","guid":{"rendered":"https:\/\/www.fdinternational.com\/dev\/?p=7788"},"modified":"2024-07-10T15:27:28","modified_gmt":"2024-07-10T18:27:28","slug":"cada-inversor-se-merece-su-propia-cartera","status":"publish","type":"post","link":"https:\/\/www.fdinternational.com\/dev\/newsletter\/cada-inversor-se-merece-su-propia-cartera\/","title":{"rendered":"\u201cCada inversor se merece su propia cartera\u201d"},"content":{"rendered":"\n

“Cada inversor se merece su propia cartera”<\/strong><\/h3>\n\n\n\n

Hoy me met\u00ed sin avisar (usualmente lo hago) en la primera reuni\u00f3n con un nuevo cliente que tuvo Rodrigo Gamarci, el socio del \u00e1rea de gerenciamiento de activos, y un analista de su equipo.<\/p>\n\n\n\n

Lo que genera mucha sorpresa en los clientes en estas primeras reuniones es cuando Rodrigo les dice: “la cartera la construimos con el cliente”. Y que: “cada inversor se merece su propia cartera”. S\u00ed, tenemos tantas carteras diferentes, como el n\u00famero de clientes que tenemos. Se llama personalizaci\u00f3n.<\/strong><\/p>\n\n\n\n

Al cliente se lo indaga sobre el resto de su patrimonio, ingresos, gastos, movimientos de sus carteras en los \u00faltimos 24 meses, exposici\u00f3n tributaria, etc. etc. Obviamente que algunos son m\u00e1s abiertos que otros para dar informaci\u00f3n sensible, pero como siempre decimos: “podemos ser muy buenos, pero nunca adivinos y magos”<\/p>\n\n\n\n

En varias reuniones se les explica el contexto macro y las caracter\u00edsticas de todos los instrumentos disponibles en los mercados de capitales: lo bueno, lo malo, los costos ocultos, los impl\u00edcitos y las trampas que se hacen (\u00a1No en FDI!). Los impactos impositivos y c\u00f3mo reducirlos o eliminarlos.<\/p>\n\n\n\n

Nuestro desaf\u00edo es que el cliente entienda TODO. S\u00ed, TODO.<\/strong><\/p>\n\n\n\n

Lo que se hace en su cartera, siempre se instrumenta con el consentimiento de \u00e9l\/ella, aprobando lo conversado y acordado v\u00eda “minuta” por mail (exigible por el regulador de los EE.UU.).<\/p>\n\n\n\n

Al final de cuentas, BRINDAMOS SERVICIO<\/strong>. Y parte del servicio, es generar TRANQUILIDAD<\/strong>.<\/p>\n\n\n\n

TRANQUILIDAD<\/strong> basada en c\u00f3mo hacemos las cosas<\/strong>. Y tambi\u00e9n, autoimponi\u00e9ndonos est\u00e1ndares muy exigentes por estar regulados por el gobierno de los EEUU.<\/strong><\/p>\n\n\n\n

Fundamental para tiempos turbulentos como los que vivimos.<\/strong><\/p>\n\n\n\n

Seguimos en contacto.<\/p>\n\n\n\n

Mariano Sard\u00e1ns
CEO de FDI
Gerenciadora de Patrimonios<\/strong><\/p>\n\n\n\n

<\/em><\/a>Nuestro servicio de gerenciamiento de activos<\/a><\/em><\/em><\/strong><\/span><\/p>\n\n\n\n

FDI gerencia patrimonios\u202fy\u202fbrinda\u202fsoluciones que permiten\u202feficientizar\u202fy proteger los bienes de sus clientes.\u202fSe encarga\u202fdesde la instrumentaci\u00f3n de las plataformas que necesitan sus clientes para manejar sus saldos transitorios, hasta\u202fla\u202fejecuci\u00f3n\u202fde sus inversiones, pasando por la planificaci\u00f3n financiera, tributaria, sucesoria\u202fy\u202fla estructuraci\u00f3n de los veh\u00edculos legales para proteger sus bienes.\u00a0<\/em><\/strong><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Cada inversor se merece su propia cartera”. S\u00ed, tenemos tantas carteras diferentes, como el n\u00famero de clientes que tenemos. Se llama personalizaci\u00f3n.<\/p>\n","protected":false},"author":2,"featured_media":7794,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"yoast_head":"\n\u201cCada inversor se merece su propia cartera\u201d - FDI<\/title>\n<meta name=\"description\" content=\"Cada inversor se merece su propia cartera". S\u00ed, tenemos tantas carteras diferentes, como el n\u00famero de clientes que tenemos. 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