ABOUT US

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.

Evaluation:

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.

Implementation:

Once we have agreed on the best possible portfolio combination, we will implement the construction of your portfolio.

Monitoring:

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

Tenet global

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.

Jeymi Medrano

VP WEALTH MANAGER

For more than 18 years, she has developed and implemented highly personalized wealth management and banking strategies.

Minerva Rodríguez

VP FINANCIAL ADVISOR

Minerva has extensive knowledge of financial solutions and structures that benefit international clients and is recognized for the high level of professionalism and service she provides.

Roberto Peña

VP SENIOR FINANCIAL CONSULTANT

Roberto R. Peña has over 25 years of experience in the financial industry advising high-net-worth individuals on their investment needs in the US and Latin America.

Milica Martinovic

SALES ASSISTANT

For 28 years, Milica has been working in the international financial industry managing high-net-worth individuals’ needs.

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.

Latest news

Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment

Jun 13, 2022

Led by Bain Capital Credit and J.C. Flowers, with participation from private investors, have agreed to make a significant minority...

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Insigneo partners with $30bn firm to launch PE fund range

Apr 27, 2022

Insigneo Financial Group has joined forces with Boston-based investment firm SCS Financial to build its first range of private equity...

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‘We’re not taking our foot off the gas’: Insigneo aims to recruit over 30 new advisors

Feb 09, 2022

Insigneo reclutará más de 30 nuevos Asesores Financieros como parte de su estrategia de crecimiento, lo cual podrá resultar en...

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Market updates

Quarterly Call | Q2

07/04/2022

Q2 Quarterly Call – A Conversation with Mr. Bull & Miss Bear Quarterly webinar presented by Ahmed Riesgo, Head of Investment Strategy at…

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