We focus to provide you with the highest level of service and the best independent financial advice
Independence means offering advice aligned with your objectives and selecting the most suitable investments for you. We strive to create portfolios that meet your needs.
→ Personalized Attention
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.
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 Professional Team
José O. Rodríguez, CFP®
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.
VP, Wealth Manager
For more than 18 years, she has developed and implemented highly personalized wealth management and banking strategies.
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.
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.
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 distinguish ourselves by offering services and products 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.