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Avanzado: Sigue un plan ya probado

Replica un portafolio modelo ya probado, adaptado a tu perfil. Ideal si tienes más de $5,000.

1 h 30 min
159 US dollars
Location 1

Service Description

Tienes el capital para invertir. Lo que no tienes es el tiempo (ni las ganas) de pasar meses estudiando mercados, comparando ETFs y aprendiendo por ensayo y error con tu propio dinero. El Plan Avanzado resuelve exactamente eso: en lugar de construir una estrategia desde cero, aprendes a replicar uno de nuestros portafolios modelo, diseñados y optimizados con lógica profesional. El plan incluye 1 hora y 30 minutos de asesoría personalizada con Giampiero Riccio, CFA, dividida en 2 sesiones por videollamada: - Test para conocer tu perfil de riesgo + ejercicios para calcular tu meta de inversión - Apertura de tu cuenta en Interactive Brokers, uno de los brokers más reconocidos de Estados Unidos - Te mostramos qué ETFs conforman el portafolio modelo que mejor se adapta a tu perfil —Conservador, Moderado, Audaz o Nuevas Oportunidades— para que lo uses como guía al crear el tuyo Estos son los mismos portafolios que Riccio & Associates gestiona para sus clientes: carteras diversificadas de ETFs, con seguimiento profesional y visión de largo plazo. Como bonus recibirás acceso a nuestro Curso Online de Inversiones para Principiantes, la guía "El poder de los ETFs" (ebook descargable), una plantilla en Excel para calcular tus metas de inversión y soporte por correo durante los 7 días posteriores a la sesión. ¿Para quién es este plan? Para quienes cuentan con más de USD 5,000 —el monto recomendado para replicar completamente un portafolio modelo— y prefieren seguir una estrategia clara, probada y adaptada a su perfil de riesgo, en vez de improvisar. Es la opción más directa y estratégica para invertir por tu cuenta con guía profesional: evitas errores, ganas tiempo y aprovechas portafolios con criterio institucional. Tu asesor es Giampiero Riccio, CFA desde 1997 y con más de 30 años de experiencia gestionando inversiones en instituciones financieras internacionales. Reserva tu asesoría y sal con tu cuenta abierta, tu perfil definido y todo lo necesario para crear un portafolio sólido.


TESTIMONIALS

"From the first moment they have been very attentive, they took me from the creation of the account to understanding what my money is invested in. I feel sure that my investments are paying off and that I can keep an eye on them 24/7. I started with little capital and the confidence that they have inspired me, has already made me invest a significant capital of my savings. 100% recommended to all those who want to invest their money intelligently and safely."

"My experience with Riccio has been very good, he explained everything to me clearly and he was always willing to explain any doubt and immediately. When it comes to money, the fear is always looking for someone you can trust, with knowledge about what he speaks and above all sincere, this is what Riccio offers you."

"I am very satisfied that I made the decision to start investing with the support and management of Giampiero. I started with little capital, it is always a bit scary if we are not familiar with it, but in the few months that I have, I have seen how it has My portfolio has been growing, which has given me more security and confidence that it is in good hands and I have been giving more contributions to be able to grow my money over time in an intelligent way and not stagnant in a bank."

Important Disclosure Regarding Testimonials:

The testimonials presented on this website (from Sheilyn C., Abraham C., and Adriana G.) are from current clients of Riccio & Associates, LLC. No compensation, direct or indirect, was provided to these individuals in exchange for their statements. These testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

Preguntas frecuentes

Start investing in the Stock Market in a simple and intelligent way

Contact us to talk about the Investment Portfolio that best suits you.

3100 SW 147th Way. Apt 1301. Pembroke Pines, FL. 33027
1-954-881-3398 

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