{"id":236,"date":"2020-04-02T17:23:01","date_gmt":"2020-04-02T20:23:01","guid":{"rendered":"http:\/\/valuation-advisors.com\/?page_id=236"},"modified":"2025-08-12T12:19:13","modified_gmt":"2025-08-12T15:19:13","slug":"modelo-de-gestion-2","status":"publish","type":"page","link":"https:\/\/valuation-advisors.com\/es\/modelo-de-gestion-2\/","title":{"rendered":"Modelo de Gesti\u00f3n"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"236\" class=\"elementor elementor-236\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-52cea32c elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"52cea32c\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-64890dc3 elementor-invisible\" data-id=\"64890dc3\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7ea032d0 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"7ea032d0\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Modelo<br>de Gesti\u00f3n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-2b5dd302\" data-id=\"2b5dd302\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-542470f4 elementor-invisible elementor-widget elementor-widget-image\" data-id=\"542470f4\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;zoomIn&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"728\" height=\"614\" src=\"https:\/\/valuation-advisors.com\/wp-content\/uploads\/2020\/04\/modelo-de-gestion2.png\" class=\"attachment-large size-large wp-image-259\" alt=\"\" srcset=\"https:\/\/valuation-advisors.com\/wp-content\/uploads\/2020\/04\/modelo-de-gestion2.png 728w, https:\/\/valuation-advisors.com\/wp-content\/uploads\/2020\/04\/modelo-de-gestion2-300x253.png 300w\" sizes=\"(max-width: 728px) 100vw, 728px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1aee588a elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1aee588a\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-49e8b0eb\" data-id=\"49e8b0eb\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-76fc6da8 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"76fc6da8\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-3d0b6455 elementor-invisible\" data-id=\"3d0b6455\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3bcfce0 elementor-widget__width-auto elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"3bcfce0\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">1.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-97511ec elementor-widget__width-auto elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"97511ec\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>ESTRATEGIA PERSONALIZADA<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-13f6a9d elementor-widget elementor-widget-text-editor\" data-id=\"13f6a9d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Como primer paso, el equipo de Valuation Advisors se enfoca en conocer profundamente al cliente, considerando factores como etapa de vida en que se encuentre, analizando su perfil de riesgo, su experiencia e historia como inversor, sus objetivos, expectativas de inversiones y prioridades.<\/p><p>Este entendimiento, combinado con un ana\u0301lisis del escenario macroecono\u0301mico, permite el desarrollo de una estrategia de inversio\u0301n personalizada, un plan especi\u0301fico que permita al cliente alcanzar sus objetivos.<\/p><p>Con el objetivo de encontrar la li\u0301nea de intere\u0301s adecuada para nuestros clientes y mayor eficiencia de gestio\u0301n, trabajamos con un concepto de arquitectura abierta, evaluando oportunidades de inversio\u0301n disponibles en el mercado en todas las clases de activos<\/p><p>Hacemos un riguroso ana\u0301lisis de gestores y de los mejores productos en sus respectivas categori\u0301as.<\/p><p>La eleccio\u0301n y aprobacio\u0301n de nuestros socios comerciales se realiza mediante un riguroso y minucioso proceso de \u00abdue diligence\u00bb, en el que valoramos a los gestores que presentan una identidad clara, so\u0301lida reputacio\u0301n y un alto nivel de especializacio\u0301n y transparencia.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-3025e51e elementor-invisible\" data-id=\"3025e51e\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:300}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5d434ae elementor-widget__width-auto elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"5d434ae\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">2.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-184cf10 elementor-widget__width-auto elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"184cf10\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;,&quot;_animation_delay&quot;:300}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>GESTI\u00d3N ESPECIALIZADA<br \/>DE PORTAFOLIOS<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3c9cd8f4 elementor-widget elementor-widget-text-editor\" data-id=\"3c9cd8f4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>El pro\u0301ximo paso es diagramar el portafolio ma\u0301s eficiente para la estrategia deseada, de acuerdo con el mandato establecido. Ejecutamos las o\u0301rdenes de compra de activos con agilidad y autonomi\u0301a y, a partir de ahi\u0301, pasamos a hacer el seguimiento y el control de la cartera.<\/p><p>Nuestro trabajo incluye un seguimiento permanente de los activos seleccionados para los portafolios. De ser necesario, por cambios de escenario o de los objetivos del cliente, realizamos una revisio\u0301n de las estrategias adoptadas y hacemos un realineamiento dina\u0301mico del portafolio.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3c5edaa elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"3c5edaa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-815c2c0 elementor-widget elementor-widget-text-editor\" data-id=\"815c2c0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>La empresa utiliza metodologi\u0301a propia de evaluacio\u0301n de riesgo y de equilibrio de los portafolios. La metodologi\u0301a de calificacio\u0301n de riesgo hace que la gestio\u0301n de riesgos sea ma\u0301s transparente para nuestros clientes\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-be6d450 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"be6d450\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-18b2c72 elementor-invisible\" data-id=\"18b2c72\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d9434cf elementor-widget__width-auto elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"d9434cf\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">3.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-00d6158 elementor-widget__width-auto elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"00d6158\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>PRESERVACI\u00d3N DEL CAPITAL<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3121b9d elementor-widget elementor-widget-text-editor\" data-id=\"3121b9d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>La b\u00fasqueda de rentabilidad est\u00e1 asociada con el riesgo. Por esta raz\u00f3n, la informaci\u00f3n es altamente valorada por nuestros clientes ya que est\u00e1 relacionada con el riesgo de su cartera.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7d26be0 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"7d26be0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-43223ec elementor-widget elementor-widget-text-editor\" data-id=\"43223ec\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Valuation Advisors act\u00faa con una estructura eficiente y enfocada en proporcionar una atenci\u00f3n personalizada, pr\u00f3xima y exclusiva a los clientes.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-1747184 elementor-invisible\" data-id=\"1747184\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:300}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e0581b8 elementor-widget__width-auto elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"e0581b8\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">4.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-45d1636 elementor-widget__width-auto elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"45d1636\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;,&quot;_animation_delay&quot;:300}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>INDEPENDENCIA Y<br \/>TRANSPARENCIA<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-173f7b6 elementor-widget elementor-widget-text-editor\" data-id=\"173f7b6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Valuation Advisors ofrece servicios de gestio\u0301n de inversiones y no distribucio\u0301n de productos financieros. Actuamos sin conflicto de intere\u0301s, pues no tenemos posicio\u0301n propia de tesoreri\u0301a.<\/p><p>El proceso de seleccio\u0301n y asignacio\u0301n de activos se realiza de forma clara para que el cliente tenga total seguridad de que el resultado final va a estar alineado a su perfil y a sus objetivos.<\/p><p>Las inversiones pueden realizarse a trave\u0301s de cartera administrada, fondos de inversio\u0301n, papeles de renta fija, acciones, etc.<\/p><p>Los informes de fa\u0301cil comprensio\u0301n consolidan la posicio\u0301n del cliente y facilitan el seguimiento de su cartera.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Modelode Gesti\u00f3n 1. ESTRATEGIA PERSONALIZADA Como primer paso, el equipo de Valuation Advisors se enfoca en conocer profundamente al cliente, considerando factores como etapa de vida en que se encuentre, analizando su perfil de riesgo, su experiencia e historia como inversor, sus objetivos, expectativas de inversiones y prioridades. Este entendimiento, combinado con un ana\u0301lisis del [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-236","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/valuation-advisors.com\/es\/wp-json\/wp\/v2\/pages\/236","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/valuation-advisors.com\/es\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/valuation-advisors.com\/es\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/valuation-advisors.com\/es\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/valuation-advisors.com\/es\/wp-json\/wp\/v2\/comments?post=236"}],"version-history":[{"count":24,"href":"https:\/\/valuation-advisors.com\/es\/wp-json\/wp\/v2\/pages\/236\/revisions"}],"predecessor-version":[{"id":373,"href":"https:\/\/valuation-advisors.com\/es\/wp-json\/wp\/v2\/pages\/236\/revisions\/373"}],"wp:attachment":[{"href":"https:\/\/valuation-advisors.com\/es\/wp-json\/wp\/v2\/media?parent=236"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}