Expert Advisory and Portfolio Management

Our team of Wealth Managers and investment managers have an average of more than 25 years of experience in the financial world.

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We are the oldest asset management company in Andorra

We were founded in 1984 with the aim of advising and providing the best service to our clients. We offer specialised financial advisory services without the need to change financial institution or jurisdiction.

Personalised financial advice

Creation of tailor-made portfolios and always taking into account the needs of each client or family.

Financial planning

Always with a long-term investment horizon, we draw up a detailed plan with your objectives in mind.

Discretionary management

Trust us and we will make the best investment decisions.

Agile and independent management

Rapid decision-making. Independent management, with no conflicts of interest and applying an open architecture model.

Transparency

From the first day with all the information about procedures and costs.

Active service

Obtaining the best economic conditions.

Global diversification

Diversification by sector, geography and type of product.

Value creation

Demonstrable and measurable results. The peace of mind of a consistent investment style. Excellence in customer care and service.

Comprehensive advice

Comprehensive advice through collaborating entities.

FAQ

Through any Andorran bank or by contacting us at agisa@andorra.ad to register as a customer.

In both services, a preliminary study of your situation, needs and investment objectives will be carried out. In the advisory service, your advisor will formulate a report with personalised recommendations, which you can implement or not in order to build your own financial portfolio. In the advisory service, you make the final decisions about your financial portfolio. You decide by yourself between the proposed investments. In the portfolio management service, AGISA is empowered, based on your risk profile, to carry out the operations it deems appropriate directly on your behalf. In both cases, you will have regular monitoring of your investments.

This can be found in the Full Prospectus and you will be informed at the time of subscription. As a general rule, the minimum investment is 1 unit. The prospectuses can be found on the specific page dedicated to each Fund.