600mts. East from Servicentro La Galera. Curridabat, San Jose 2488-1000 CR

Consulting Model

We build individual investment portfolios step by step, in line with investors’ needs, objectives, and investment terms.

1. Getting to
know investors
2. Advising
3. Evaluating

Our priority is getting to know our investors. Our customers’ confidence results from sound, objective advice based on:

  • Defining investment needs and goals.
  • Finding out investment options.
  • Submitting an investment proposal.


Investors’ needs, as reflected in investment policy and market-related expectations, set the investment strategy including:

  • In-depth analysis of economic and stock-exchange environment
  • Choice of investment time horizon
  • Creation of investment portfolio


Periodical review on investment strategy and policy is required due to changing economic conditions and investors’ profiles. This entails:

  • Assessment of portfolio performance
  • Portfolio reallocation when required

“The authorization to conduct public offering does not entail a qualification of issuance quality or issuer solvency.”
“Since these securities are registered at the primary market abroad, neither the issuer nor the issuance are under supervision from the Superintendencia General de Valores. Rather, they are supervised only by the regulatory agency in the original market.” “Those values will be traded in foreign markets and under those markets’ trading rules."

Grupo ALDESA - All rights reserved - 2019

Curridabat 600mts. Este del Servicentro La Galera. CR San José 2488-1000