AI Issue 5 2018

18 Acquisition International - Issue 5 2018 Consultiva International, Inc. is an investment advisory firm registered with the Securities and Exchange Commission (SEC), located in Guaynabo, Puerto Rico. We profile the firm to explore the secrets behind the incredible success it enjoys today. rawing on its vast industry experience, Consultiva is an independent investment advisory firm, specialized in designing investment strategies, blueprints and portfolios tailored to the specific goals and needs of each client. The firm provides independent investment advisory services for individuals, families and institutions such as: pension plans, state government entities, endowments and foundations, among others. 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 monitoring 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. Company: Consultiva International, Inc. Contact: Myrna Rivera Address: City View Plaza, Tower 1, Suite 801, Carr. 165 Km 1.2 #48, Guaynabo, PR, 00968, Puerto Rico Phone: 001 787 299 1570 Website: http://consultiva.com/en/ Integrity in Investment Advice D 1803AI56 As part of its drive to providing clients with the very highest possible standard of service and support, 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 of the most powerful 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 such strategies and, through its due diligence process, engage in meaningful dialogue with firms that seek to do so. Overall, Consultiva is committed to creating an environment for objective, creative, conflict-free research that produces focused and measurable investment strategies, and becoming an integral component of the service and support network of endowments, foundations, pension funds and private clients throughout the U.S. including Puerto Rico. The firm is also seeking to design and foster creative savings and investment processes to meet increasing demands of extended life expectancies. Finally, it looks to nurture a new culture of savings and investment. These ambitious aims will remain the core focus of this dynamic company as it seeks to build upon its current success and further enhance its already vast portfolio of esteemed clients. “...the firm strives to identify those investment management firms that are experienced and prepared to execute such strategies and, through its due diligence process, engage in meaningful dialogue with firms that seek to do so.”