01
Objectives and Time Horizons
The role assigned to each portion of your savings and when it may be required.
SR Financial - Planning and Investing
Portfolio Structuring
A portfolio is the collection of your investments. Organizing it allows you to decide how much of your money to allocate to each goal, what to invest in, and when you might need it. Caser’s benchmark portfolios serve as a starting point for evaluating a proposal based on your specific situation.
What you need to know
How We Organized the Proposal
We review your entire portfolio to understand the role each investment plays.
02
Composition
How the money is allocated among different investments and how they complement each other as a whole.
03
Service and Monitoring
What support you will receive, how the proposal will be reviewed, and what information and costs are included in the service.
What Does a Benchmark Portfolio Mean?
It is a combination of investments tailored to specific goals and a specific level of risk. It helps us explain the options, but the proposal for you must take your circumstances into account. A profile-based fund, on the other hand, combines different investments into a single product.For more information: CNMV - Investment Advice and Portfolio Management.
Before reaching out
Frequently Asked Questions
Do I need to be familiar with all the products already?
You can start by looking at your goals and the investments you already have. We'll help you understand the role each one plays and assess them as a whole.
What does it mean to diversify?
It involves spreading your money across different investments so that the outcome doesn't depend on just one. It helps balance out different performance patterns, although the portfolio as a whole still carries risks.
Is the portfolio reviewed over time?
The follow-up depends on the service you sign up for. We'll explain what check-ups are included and how you can update your goals if your situation changes.
Would you like more information?
Tell us what investments you have and what you'd like to achieve with them.