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Investment guidance

Build your long-term investment portfolio with a professional plan

Your capital, with a plan.

For investors with capital from 3,000 USD. Grow your wealth in stocks, ETFs, indices and commodities, with a method and guidance.

Your plan for the long term ETFs Stocks Indices Gold

Who it's for

Investing without a plan is gambling. With a plan, it's building.


Already have capital and want to stop investing on impulse, on headlines or on random tips? I'll help you design a portfolio based on your risk, your goals and your time horizon. And to maintain it.

Stocks

Solid companies, selected to fit your profile and horizon.

ETFs

Efficient, low-cost diversification in a single asset.

Stock indices

Exposure to the growth of entire markets.

Commodities

Assets such as gold to diversify the portfolio.

How we work

Assessment

Your risk profile, your goals and your investment horizon.

Structure

Asset allocation and selection of each position, with an execution guide.

Follow-up

Regular reviews, reports and adjustments as the market changes.

Your capital is always yours. You invest from your own brokerage account; I support you with the analysis, the plan and the follow-up.

Plans

Choose how you want to move forward

All prices are in US dollars (USD).

Plan 1 · Starting requirement

Portfolio creation and structuring

350USD · one-off payment
  • 2 one-to-one sessions: risk profile, goals and asset allocation.
  • Asset selection: stocks, ETFs, indices and commodities.
  • Personalised PDF report with the initial allocation and a step-by-step guide.

Required to access the follow-up plans. Already included in the annual membership.

Start with Plan 1

Plan 2 · Follow-up

Guidance at your own pace

Monthly100USD / month
Quarterly300USD / review
  • Monthly: 1 session a month, questions and adjustments, plus a PDF report with a rebalancing analysis so you can decide.
  • Quarterly: 1 in-depth review every 3 months, asset by asset, with a special PDF report.

Requirement: having completed Plan 1.

I want follow-up
The most complete

Plan 3 · Annual membership

Comprehensive guidance

1,500USD / year · one-off payment

Plan 1 + 12 monthly sessions + 4 quarterly reviews bought separately: 2,750 USD

You save 1,250 USD (45%)

  • Creation of your portfolio (Plan 1) included.
  • 12 monthly sessions and 12 PDF reports.
  • 4 in-depth quarterly reviews with a special report.
  • Priority support: a direct channel for market questions.
I want the membership
IncludesSeparatelyIn the membership
Portfolio creation (Plan 1)350 USDIncluded
12 monthly sessions + reports1,200 USDIncluded
4 quarterly reviews + reports1,200 USDIncluded
Priority support—Included
Total2,750 USD1,500 USD
Language: sessions are held in Spanish. If you don't speak Spanish, I can have an interpreter during the sessions.

How do you pay? With Binance Pay, USDT or USDC, once we confirm your place.

See payment methods
Terms
  • Plan 1 is required to access the follow-up plans and is paid only once.
  • The annual membership already includes Plan 1, so it isn't paid separately.
  • The monthly option is paid month by month; the quarterly one, per review.
  • The annual membership is paid in advance and covers 12 months of service.
  • Sessions are one-to-one and scheduled by mutual agreement, in person in Medellín or by video call.

How to start

Three steps to build your portfolio

Message me

Tell me about your capital, your goals and your investing experience.

Choose your plan

I'll recommend the one that best fits your profile.

First session

We book it and start building your portfolio.

Book your first session

I reply personally. You can also message me on WhatsApp +57 314 834 8944,

This is a guidance and financial education service, not personalised advice. You make and carry out the investment decisions; your capital is always in your name and in your account. Investing involves risk, including the partial or total loss of capital. Past performance does not guarantee future results.

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Hi! I'm Toro, Juan's assistant.