Who are we?
Caudal Capital, Inc. is an investment consultancy company duly regulated by the Superintendence of the securities market. We provide a unique, proactive and efficient service focused on a select clientele to monetize your assets.
Our strengths
Our ability to deliver high-quality services develops long-term relationships that transcend generations.
We have the ability to offer proactive solutions with a single objective, highly satisfied customers.
A vision to our competitive axis
“Independence, experience and platform”
We have many years of experience developing diversified investment strategies, with the support of partners and experts at the international level.
Focused on developing long-term relationships that allow us to understand the needs of the client and guide them to the relationship of their objectives.
In a world of constant changes in the financial markets, we maintain the focus of increasing the heritage of our clients.
Our services
We put all our effort and dedication to meet the current and future needs of our clients.
With enough experience anticipating and responding to the consulting needs of our clients we have developed investment strategies and asset management to meet these needs.
Strategies
Our strategies include
Investment processes and strategies
After evaluating the customer, their investment profile and their risk tolerance. A tailor-made investment strategy is created.
Our investment strategy process is developed taking into account the following factors:
Heritage Management
Success in the management of heritage you need a complete strategy. The customer’s wealth and assets must be considered for the desired objectives.
It is recommended to create a balance between the different financial instruments. Since diversifying creates a balance in the assets.
With active management, the areas of the market with the greatest potential and profitability are continually sought.
In the hands of the best managers and the best ideas, investment strategies are created. These contributions allow us to advise you so that the administration of your patrimony is efficient.
Analysis of Banking Relations
Independence in Investment Management is one of our main values added to complement the customer’s existing banking relationship. In order to optimize the structure of costs and services offered by each financial institution. Caudal Capital, Inc. Works with the best financial institutions and specialized companies that have been able to demonstrate during the time a record of success in their efforts.
Portfolio Consolidation
Under an efficient and active administration, Caudal Capital, Inc. Offers to consolidate the portfolio of investments to offer customers an easy, simple and comprehensive understanding of their global wealth, performance and asset allocation.
Administration of Family Patrimonies
Independence in Investment Management is one of our main values added to complement the customer’s existing banking relationship. In order to optimize the structure of costs and services offered by each financial institution. Caudal Capital, Inc. Works with the best financial institutions and specialized companies that have been able to demonstrate during the time a record of success in their efforts.
Risk Management
Independence in Investment Management is one of our main values added to complement the customer’s existing banking relationship. In order to optimize the structure of costs and services offered by each financial institution. Caudal Capital, Inc. Works with the best financial institutions and specialized companies that have been able to demonstrate during the time a record of success in their efforts.
Investments
Diversification is not the only strategy of an investment advisor. Sometimes our clients need to plan new strategies for the profitability of their businesses.
Give you new ideas, introduce new possibilities and help you choose the best business strategies is in the DNA of Caudal Capital, Inc.
The constant contact with personal, corporate and private investors allows us to provide a fast and proactive response to corporate transactions related to corporate objectives and strategies.