How to invest in a simple way?
Meet SmartVest, a smart investment portfolio that fits your goals - it's time to invest with ease!
Starting your journey as an investor can be overwhelming, there is so much information out there, and the time you need to dedicate to it can be a complex task to manage.
At Vest we listen to you and understand your needs, that's why we introduce you to SmartVest.
It's time to invest with ease!
You no longer have to think about what to invest or where to start, with SmartVest you will receive an investment proposal with different assets selected for you that will fit your needs and objectives.
SmartVest, is an investment advisor that takes into account your risk profile and your investment objective to recommend you an investment portfolio. This means that we will take into account:
Your risk profile, which is defined according to a series of questions.
Your investment objective
To create a portfolio proposal that fits your needs and objectives.
Your goals are the most important thing for us
When investing, it is very important to be clear about the goals you want to achieve and the level of risk you are willing to take. In order to provide you with a personalized proposal, SmartVest will determine your risk profile through a series of questions that you can answer directly in your app.
A risk profile identifies the acceptable level of risk an individual is prepared and able to accept. Risk can be considered as the probability that the outcome of an investment will not be as planned.
Depending on your answers SmartVest will analyze which investment profile best suits you, and thus give you a portfolio proposal that fits your objectives and your level of risk.
We build your portfolio with the help of experts to optimize your strategy.
Based on your risk profile, we recommend a portfolio with a set of assets made up of different ETFs, where the distribution of the portfolio is based on your risk profile.
An ETF (Exchange-Traded Fund) is a set of assets that includes different securities of the same nature and is traded on the stock exchange as a unit. The assets can be bonds, stocks, commodities or even be linked to stock market indexes, its main characteristic is that it is a diversified and affordable product.
It's smart, it's Vest. It's for you
Personalized solutions for your needs. With our unique user-centered approach, SmartVest focuses on you and your financial freedom, offering personalized solutions tailored to your needs.
Discover a new world of smart investments.
With constant innovation and transparency every step of the way.
Another alternative for your investments.
You already invest in the companies you want, complement your investment strategy with an intelligent portfolio that meets your specific objectives.
How to create your SmartVest portfolio?
Create your investment account on Vest; answer a few questions that will allow us to validate your identity and comply with regulatory requirements for your security.
Answer the SmartVest questionnaire.
A series of questions that allow us to get to know you better, in order to create the best investment strategy.
We will take into account elements such as:
What is your investment horizon: do you invest in the short, medium or long term.
What is your current financial situation: is it stable, would an unforeseen event change everything, or should you approach your finances differently.
What is your level of investment experience: and how much you have mastered the subject.
Determine your risk tolerance: We evaluate how much capital you would be willing to lose in the worst case scenario.
Receive your SmartVest portfolio, a selection of assets that fits you and your goals.
Start investing with SmartVest!
With SmartVest you receive an intelligent and diversified portfolio created especially for you.
Smart Decisions, Smart Investing, SmartVest
At Vest we continue working to bring you the investment tools that make your life easier, because here financial freedom is lived without borders.
Other fees and expenses may apply. Investment advisory services are provided by VestWealth, Inc. Investing involves risk, including the potential risk of loss. For more information, please see our Social Media Disclosure.