How It Works
1. Contact us
Contact us by phone, email, or via the contact form.
2. Tell us your needs
Describe your project and tell us your budget.
3. Approve estimate
We'll prepare a plan for you to review and approve.
4. Project kick-off
Once we've agreed on all the details, we'll get started.
5. Project ends
Project ends on time, and when you're fully satisfied.
Investing is legacy
INDEPENDENCE / SUSTAINABLE TRUST STANDARD
As an investment advisor, Geoeconomy has a fiduciary duty towards all customers.
It is our responsibility to provide a correct and complete disclosure of all material facts and to always act in the best interest of each of our customers. We don’t have a "hidden advantage" or a push to sell a particular financial product
.Geoeconomy makes investment recommendations to be made directly in the client’s bank.
IMPARTIAL ADVICE ON INVESTMENT
Geoeconomy carries out an impartial research and advice on investments.
We have access to many independent research resources that allow us to thoroughly analyze products and select only the investments that we believe are best suited to the needs of our customers
.Geoeconomy does not offer proprietary products, investment banking activities or other conflicting activities that may hinder independent, objective and impartial investment research results.
COMPREHENSIVE FINANCIAL PLANNING
Geoeconomy believes that a holistic approach to financial planning is important. We aim to manage all aspects of our clients' financial situation.
Through collaborations with the best patrimonial professionals, we integrate Wealth Management with tax planning, social security, insured services.