Global Excellence 2019

126 Acquisition International - Global Excellence 2019 Acquisition International - Issue 5 2019 19 Mar19352 Consultiva International, Inc. is an investment advisory firm located in Guaynabo, Puerto Rico. Recently, the firm found success in AI’s Global Excellence Awards 2019 as the Most Outstanding Investment Management Consultancy 2019 - Puerto Rico. On the back of this win, we profile the firm to discover more about the remarkable accomplishments the practice has had over the years. Solutions Tailored to Your Needs Company: Consultiva International, Inc. Contact: Edmundo Garza Website: http://consultiva. ince their inception, Consultiva International, Inc. (“Consultiva”) has been providing investment advisory services for individuals, families and institutions which includes pension plans, state government entities, endowments and foundations to name but a few. The firm’s vast array of services includes developing investment policies; assessing risk tolerance and investment growth needs; evaluating and recommending qualified investment managers and/or investment vehicles; and supervising portfolio performance to ensure adherence to investment objectives, policies and guidelines. To ensure excellence for every client it supports, Consultiva tailors its investment advisory services to their particular needs. The firm designs customized, liability-based investment strategies, and facilitate their implementation and monitoring. As architects of financial services, the company guides portfolio managers, broker/dealer firms, custodians and administrators in much the same way that skilled architects choose the precise contractors, craftsmen and suppliers to pursue the highest quality execution. Consultiva’s tailored investment advisory procedures are guided by the unique goals of each client, mindful of issues such as risk, investment costs, local impact investment opportunities, responsible investment principles, taxation and inflation. As part of its drive to providing clients with highest possible standard of service, Consultiva is a Signatory to the UN Global Principles for Responsible Investing (www.unpri.org) , as a professional service provider. The Principles, which are voluntary, identify a range of steps investors can take to integrate environmental, social and governance (ESG) issues in several areas, including investment decision-making, active ownership, transparency, collaboration and gaining wider support for these practices from the financial services industry. As a signatory to the Principles, Consultiva joins many institutional investors in the world in recognizing that ESG issues can be material to investment performance, particularly over the long term. In addition, the firm strives to identify those investment management firms that are experienced and prepared to execute recommended strategies and, through its due diligence process, engage in meaningful dialogue with firms that seek to do so. Looking ahead to what the future holds, the team at Consultiva International, Inc. will continue to deliver their clients a dedicated service, which not only seek for meeting the requirements which have been set, but they also surpass their expectations whenever is possible. Lastly, Consultiva hopes to further expand their portfolio of work and build on the numerous accomplishments they have achieved over the years, which includes their recent success in Acquisition Intl.’s Global Excellence Awards 2019 as the Most Outstanding Investment Management Consultancy 2019 - Puerto Rico. S Mar19352