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    Welcome to Patrimony
    INVESTMENTS
    COMMODITIES
    STOCKS
    BONDS
    FOREX
    REAL ESTATE
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    Financial Advice Customized for You
    ASSET ALLOCATION
    VALUE & GROWTH
    DIVERSIFICATION
    PORTFOLIOS
    TAX PLANNING
    RETIREMENT
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    Your Parnter to Navigate the Markets
    CUSTOMER CENTERED
    CO-INVESTING
    TRANSPARENT
    EFFICIENT
    PROFESSIONAL
    RELIABLE

WHO WE ARE

Patrimony has its own methodology, based on market experience and maths, with elements of technical and fundamental analysis

First and foremost our strategy is centered around the exhaustive study of the balance sheet of each company to determine a measure of robustness for the asset, also incorporating in the evaluation the expectations of the market analysts to filter only the most relevant values first. After that we apply technical and sentiment analysis tools to determine the best operational timing, thus obtaining the best possible exposure to the market trends.

The goal of Patrimony's advisory services is obtaining substantial gains on capital that beat the market returns on the long term, but always maintaining as a priority the strict protection of the client's wealth in the face of eventual hostile environments.

Innovative Strategies

Algorithmic Prowess

Outstanding Support


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Reach the summit of your finances with Patrimony

Our professional advisors will work with you to create the best investment allocation for your goals

Contact us Now

OUR TEAM

World-class experts in asset management, financial markets, algorithmic trading, cloud computing and legal compliance

Carlos Doblado

CEO

Trader. Financial Analyst. Widely published in media. Founder of Spain's first online financial advisory firm.

In charge of the financial section for El Confidencial, a leading online journal.

Isaac de la Peña

CTO

Data Science. Analytics. Mobile and Web Expert. VP of Technology for Pentagon Federal in Washington DC.

Massachussets Institute of Technology (MIT) graduate with major in Finance.

CONTACT US

We are here to help. Please use the contact form below and we will get in touch shortly to answer your questions

Address

480 E O'Keefe Street, Palo Alto
United States of America, CA 94303

Mobile Number

Phone: +1 650 469 2623
Fax: +1 615 266 6662

DROP US A LINE


Patrimony LLC is a subsidiary of Agora EAFI SL
Copyright © 2016 by Patrimony LLC

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