INVESTMENT PHILOSOPHY

“At 2PM, we offer our clients a tailored approach to the management and safeguarding of their wealth”

 

Our investment philosophy is based on building tailored solutions for each of our clients. We listen to their specific needs and provide a high-quality service to bring them satisfaction. In order to safeguard and grow your wealth, we removed all potential conflicts of interest. We strive to work together in a long-term relationship of trust and quality.

Our investment teams apply a “top-down” investment process that implements our Strategic Committee’s macroeconomic views throughout different asset classes.

Moreover, our independence allows us to not be pressured in the investment vehicle selection process. We have the freedom to select any product from the most renowned financial firms and make them work together in the client's portfolio. This open-architecture management style is, we believe, the best way to build robust portfolios that are able to deliver strong performances over the years.