Our investment strategy
With the input of our entire team, TENET excels in offering investment strategies with a level of customization and transparency which is uncommon in the financial industry.
Define your objectives:
It starts with YOU. Your objectives are what drives our recommendation. One of the keys to investment success is to clearly define your objectives, your financial needs and your tolerance for risk. Our team will work with you to understand your current position and your future objectives.
Using the information gathered about your personal preferences, and with our access to a wide range of investment options we will select the best combination to design your portfolio.
Once we have agreed on the best possible portfolio combination, we will implement the construction of your portfolio.
We will monitor the performance of your portfolio and communicate periodically in order to identify changes in your investment objectives and make the necessary adjustments.
Investment professionals team
José Omar Rodríguez
CFP, SENIOR VP
Jose has worked for over 20 years in Personal Wealth Management and has extensive knowledge of financial solutions and structures that benefit international clients. He is recognized for his high level of professionalism and service that exceeds client expectations and enables close relationships based on trust and accountability.
WORKING FOR YOU
More about Tenet
We have distinguished ourselves by offering services and products that are tailored to our clients’ needs and that add value and protection to their assets. Our business knowledge includes extensive experience with local and international clients.
With the contribution of our entire team, TENET excels in offering investment strategies with a level of customization and transparency uncommon in the financial industry.
Quarterly Call | Q3
Quarterly Call | Q3 07/07/2022
As markets grappled with the ongoing war in Ukraine and increasingly hawkish global central banks, the year’s second quarter proved no less volatile and nerve-wracking for investors than the first. Two of the most universally watched global equity indices, the MSCI All Country World Index and the S&P 500, briefly fell into bear market territory, posting losses of -22.5% and -23% in the middle of June before staging mini rallies in the second half of the month.
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