{"id":27022,"date":"2025-01-28T14:52:50","date_gmt":"2025-01-28T14:52:50","guid":{"rendered":"https:\/\/www.norzpatrimonia.com\/?page_id=27022"},"modified":"2025-02-05T12:26:12","modified_gmt":"2025-02-05T12:26:12","slug":"our-advisory-model","status":"publish","type":"page","link":"https:\/\/www.norzpatrimonia.com\/en\/our-advisory-model\/","title":{"rendered":"Our advisory model"},"content":{"rendered":"

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Our advisory model<\/span><\/p>\n

[\/vc_column_text][vc_empty_space height=”45px”][vc_column_text]<\/p>\n

We have criteria on an unlimited range of investment products, <\/span>and without conflict of interest.<\/span><\/p>\n

[\/vc_column_text][vc_empty_space height=”75px”][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1591693473713{background-color: #ffffff !important;}”][vc_column offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm”][vc_empty_space height=”70px”][vc_column_text]<\/p>\n

Our advisory
\nmodel<\/span><\/p>\n

[\/vc_column_text][vc_empty_space height=”45px”][vc_column_text]<\/p>\n

We have criteria on an unlimited range of investment products, <\/span>and without conflict of interest.<\/span><\/p>\n

[\/vc_column_text][vc_empty_space height=”75px”][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” text_align=”left” background_animation=”none” css=”.vc_custom_1591693483039{background-color: #ffffff !important;}”][vc_column offset=”vc_hidden-xs”][vc_single_image image=”32377″ img_size=”700×385″ alignment=”center” qode_css_animation=””][vc_empty_space height=”100px”][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” text_align=”left” background_animation=”none” css=”.vc_custom_1713770208194{margin-right: 10px !important;margin-left: 10px !important;background-color: #ffffff !important;}”][vc_column offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm”][vc_single_image image=”32377″ img_size=”full” alignment=”center” qode_css_animation=””][vc_empty_space height=”100px”][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425562920{background-color: #ffffff !important;}”][vc_column width=”1\/3″ css=”.vc_custom_1713770262138{padding-right: 100px !important;}” offset=”vc_hidden-xs”][vc_column_text]<\/p>\n

Global
\n& Integrated<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=”2\/3″ css=”.vc_custom_1713770268149{padding-left: 50px !important;}” offset=”vc_hidden-xs”][vc_column_text]<\/p>\n

We propose products and portfolios of financial assets (bonds, stocks, currencies), and we explore areas of opportunity in investment alternatives in the real economy (venture capital, business projectrs and real estate).<\/span><\/p>\n

 <\/p>\n

We also coordinate the different aspects of wealth advice provided by third parties (banking, legal and tax, among others).<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425562920{background-color: #ffffff !important;}”][vc_column width=”1\/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm”][vc_column_text]<\/p>\n

Global
\n& Integrated<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=”2\/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm”][vc_empty_space][vc_column_text]<\/p>\n

We propose products and portfolios of financial assets (bonds, stocks, currencies), and we explore areas of opportunity in investment alternatives in the real economy (venture capital, business projectrs and real estate).<\/span><\/p>\n

 <\/p>\n

We also coordinate the different aspects of wealth advice provided by third parties (banking, legal and tax, among others).<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425946266{background-color: #ffffff !important;}”][vc_column][vc_separator color=”#6b6b6b” type=”normal” border_style=”” up=”40″ down=”40″][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425562920{background-color: #ffffff !important;}”][vc_column width=”1\/3″ css=”.vc_custom_1713770414018{padding-right: 100px !important;}” offset=”vc_hidden-xs”][vc_column_text]<\/p>\n

No conflict
\nof Interest<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=”2\/3″ css=”.vc_custom_1713770407176{padding-left: 50px !important;}” offset=”vc_hidden-xs”][vc_column_text]<\/p>\n

We manage any conflict of interest from the very beginning by making it known as soon as it occurs.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425562920{background-color: #ffffff !important;}”][vc_column width=”1\/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm”][vc_empty_space][vc_column_text]<\/p>\n

No conflict
\nof Interest<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=”2\/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm”][vc_empty_space][vc_column_text]<\/p>\n

We manage any conflict of interest from the very beginning by making it known as soon as it occurs.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425946266{background-color: #ffffff !important;}”][vc_column][vc_separator color=”#6b6b6b” type=”normal” border_style=”” up=”40″ down=”40″][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425562920{background-color: #ffffff !important;}”][vc_column width=”1\/3″ css=”.vc_custom_1713770492439{padding-right: 100px !important;}” offset=”vc_hidden-xs”][vc_column_text]<\/p>\n

Transparency<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=”2\/3″ css=”.vc_custom_1713770498618{padding-left: 50px !important;}” offset=”vc_hidden-xs”][vc_column_text]<\/p>\n

We care that the Client understands the products and investments suggested, their internal functioning, their commissions and risks, as well as being able to know their performance at all times.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425562920{background-color: #ffffff !important;}”][vc_column width=”1\/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm”][vc_empty_space][vc_column_text]<\/p>\n

Transparency<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=”2\/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm”][vc_empty_space][vc_column_text]<\/p>\n

We care that the Client understands the products and investments suggested, their internal functioning, their commissions and risks, as well as being able to know their performance at all times.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425946266{background-color: #ffffff !important;}”][vc_column][vc_separator color=”#6b6b6b” type=”normal” border_style=”” up=”40″ down=”40″][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425562920{background-color: #ffffff !important;}”][vc_column width=”1\/3″ css=”.vc_custom_1713770542727{padding-right: 100px !important;}” offset=”vc_hidden-xs”][vc_column_text]<\/p>\n

Personalized
\nservice<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=”2\/3″ css=”.vc_custom_1713770548948{padding-left: 50px !important;}” offset=”vc_hidden-xs”][vc_column_text]<\/p>\n

We are aware that each Client is unique. For this reason, our advice is based on your personal situation and expectations, helping you choose the most appropriate products and investments.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425562920{background-color: #ffffff !important;}”][vc_column width=”1\/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm”][vc_empty_space][vc_column_text]<\/p>\n

Personalized
\nservice<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=”2\/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm”][vc_empty_space][vc_column_text]<\/p>\n

We are aware that each Client is unique. For this reason, our advice is based on your personal situation and expectations, helping you choose the most appropriate products and investments.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425946266{background-color: #ffffff !important;}”][vc_column][vc_separator color=”#6b6b6b” type=”normal” border_style=”” up=”40″ down=”40″][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425562920{background-color: #ffffff !important;}”][vc_column width=”1\/3″ css=”.vc_custom_1713770577624{padding-right: 100px !important;}” offset=”vc_hidden-xs”][vc_column_text]<\/p>\n

Commitment
\n& Proactivity<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=”2\/3″ css=”.vc_custom_1713770582983{padding-left: 50px !important;}” offset=”vc_hidden-xs”][vc_column_text]<\/p>\n

We follow the proposed investments, carrying out continuous controls on them and regularly informing you of the status of your portfolio and\/or assets.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425562920{background-color: #ffffff !important;}”][vc_column width=”1\/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm”][vc_empty_space][vc_column_text]<\/p>\n

Commitment
\n& Proactivity<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=”2\/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm”][vc_empty_space][vc_column_text]<\/p>\n

We follow the proposed investments, carrying out continuous controls on them and regularly informing you of the status of your portfolio and\/or assets.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425946266{background-color: #ffffff !important;}”][vc_column][vc_separator color=”#6b6b6b” type=”normal” border_style=”” up=”40″ down=”40″][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425562920{background-color: #ffffff !important;}”][vc_column width=”1\/3″ css=”.vc_custom_1713770609242{padding-right: 100px !important;}” offset=”vc_hidden-xs”][vc_column_text]<\/p>\n

Confidenciality<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=”2\/3″ css=”.vc_custom_1713770615180{padding-left: 50px !important;}” offset=”vc_hidden-xs”][vc_column_text]<\/p>\n

We maintain the strictest confidentiality in the treatment and investments of our clients, always with the objective that they are exclusive and differentiated.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425562920{background-color: #ffffff !important;}”][vc_column width=”1\/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm”][vc_empty_space][vc_column_text]<\/p>\n

Confidenciality<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=”2\/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm”][vc_empty_space][vc_column_text]<\/p>\n

We maintain the strictest confidentiality in the treatment and investments of our clients, always with the objective that they are exclusive and differentiated.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css=”.vc_custom_1713425946266{background-color: #ffffff !important;}”][vc_column][vc_separator color=”#6b6b6b” type=”normal” border_style=”” up=”40″ down=”70″][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

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