Asset management

Entrust management to reliable professionals

Funding Invest Financial Money Budget Concept

Benefits from cooperation

Trust a team of professionals and be sure that your fund management is in reliable hands

Professional Management

Highly qualified specialists will ensure the best management of your investments

Risk
Diversification

Optimal capital allocation across various instruments to minimize risks

Individual
Strategy

Development of a unique strategy that aligns with your financial goals

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What is Asset Management?

Asset Management is a professional field dedicated to managing investment asset, which involves strategies and solutions aimed at increasing capital and minimizing risks for investors. Companies specializing in Asset Management provide effective asset management, including stocks, bonds, real estate, and other investment types. This field is a vital tool for long-term wealth preservation and growth.

By partnering with our company, you will receive professional management of their investments, the development of a customized strategy to meet their financial goals, and continuous market monitoring. We guarantee a personalized approach tailored to each client's risk tolerance and expectations, ensuring transparency and reporting at every stage of the investment process.

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Our Story

Founded with a commitment to delivering trusted financial guidance, our company has grown to be a leader in asset management in Panama. We prioritize building lasting relationships with our clients by aligning our services with their personal and financial goals. With a focus on creating value through tailored investment strategies, our long-term vision centers on providing stability, growth, and a high standard of service. Every strategy is crafted with our core values in mind: integrity, transparency, and excellence.

Leadership Team

Our leadership team is composed of seasoned professionals with extensive backgrounds in asset management, finance, and deep knowledge of Panamanian markets. They bring years of industry expertise, guiding our clients through a well-informed investment process. Each team member is committed to maintaining the highest standards in client service, leveraging their insights to optimize performance and manage risk effectively. Their dedication ensures that our clients receive personalized strategies, reliable guidance, and continuous support throughout their investment journey.

Licensing and Compliance

We are proud to operate in strict compliance with Panama’s financial regulatory standards, ensuring that all asset asset are managed under the jurisdiction of trusted and established legal frameworks. Our adherence to the regulations of Panama’s financial authorities reflects our commitment to maintaining trust and reliability. We prioritize transparent reporting and meticulous oversight at every stage of the investment process, providing clients with the confidence that their assets are managed with the utmost care and professional responsibility.

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Meet our experts

John Smith

Chief Investment Office

As our Chief Investment Officer, John Smith brings over 20 years of experience in asset management and financial strategy. He has a strong track record in overseeing diversified portfolios and developing risk-adjusted strategies tailored to client needs. John’s expertise in global markets and in-depth understanding of the Panamanian economy make him a crucial asset in driving our clients' financial growth and safeguarding their investments.

Keymaker

Andrew Christensen

Head of Market Research

Andrew Christensen serves as our Head of Market Research, specializing in analyzing economic trends and identifying lucrative investment opportunities in Panama and beyond. With a background in international finance and a keen eye for market shifts, Andrew’s insights help our team stay ahead in a dynamic financial landscape, ensuring that our clients’ portfolios are optimized for performance and resilience.

Paul Maldonado

Oficial de Cumplimiento y Regulación

As our Compliance and Regulatory Officer, Paul Maldonado has an extensive background in financial regulation and compliance. His expertise in Panamanian regulatory standards ensures that our operations are fully compliant and transparent, building trust and security for our clients. Paul’s focus on due diligence and regulatory alignment reinforces our commitment to the highest standards of integrity and responsibility in asset management.

FAQs

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Account/Subscription

What happens when I cancel my subscription?

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Payments

How much down payment I need to make upon loan approval?

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2.

Account/Subscription

What is applicable ROI for annual term?

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3.

Payments

Do I need to provide any security documents?

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4.

Not answered above?

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How we compare?

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Fin Capital
Foo Invest
Bar Capital
Zero Paperwork
Instant Approval
No-Cost EMIs
Low ROI
Flexible Tenure

Proudly compliant with the GFA Code of Good Conduct & Practice.

Become our client today, and we will help you achieve your financial goals through professional asset management. We offer personalized solutions, deep market analysis, and transparency at every step. Entrust us with your investments, and we will ensure your financial success.

Privacy Policy

Iterla asset management, Corp. (registered in Republic of Panama under company registration number 155757550-2-2024)

Effective Date: 23.10.2024 Introduction Welcome to our company! We are committed to protecting the privacy and security of our users. This Privacy Policy outlines the types of personal information we collect, how it is used, and the measures we take to protect it. Information Collection Personal
Information: We collect personal information when you interact with our website, such as your name, email address, phone number, and any other information you provide in forms. Financial data related to transactions if you engage in any financial interactions with our services. Automatic Information: We automatically receive and store certain types of information when you visit our website, such as your IP address, browser type, and operating system. This also includes usage details, and the pages of our site that you visit, usually collected via cookies and other tracking technologies. Use of Information To Provide.
Services: We use the information we collect to operate, maintain, and provide you with the features and functionality of our service. Communication: To communicate with you about our services, updates, and promotional offers, unless you have opted not to receive such information.
Improvements: We use the information to understand and analyze the usage trends and preferences of our visitors and users, to improve our service, and to develop new products, services, features, and functionality. Sharing of Information Service.
Providers: We may share your information with third-party service providers that perform services for us or on our behalf, including data analysis, email delivery, hosting services, customer service, and marketing assistance.
Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency). Data Security We implement a variety of security measures to maintain the safety of your personal information when you enter, submit, or access your personal information. Despite our safeguards, no security measures are completely secure, and we cannot guarantee the absolute security of your personal information. Data Retention We will retain your personal information only for as long as is necessary for the purposes set out in this Privacy Policy, and as required by applicable law. Your Rights You have the right to access, correct, update, or request deletion of your personal information.
You can also object to the processing of your personal information, ask us to restrict the processing of your personal information, or request portability of your personal information. Cookies and Tracking Technologies We use cookies and similar tracking technologies to track activity on our service and hold certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our service.
Changes to This Privacy Policy We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. Contact Us If you have any questions about this Privacy Policy, please contact us at Info@aws.iterla.com

Terms of Use

Iterla asset management, Corp. (registered in Republic of Panama under company registration number 155757550-2-2024)

Effective Date: 23.10.2024 Introduction
Welcome to our company! These Terms of Use govern your access to and use of Iterla asset management, Corp.’s website, content, products, and services (the “Service”). By accessing or using the Service, you agree to be bound by these terms and all applicable laws and regulations. Eligibility The Service is intended for use by individuals aged eighteen (18) years or older. By using the Service, you represent and warrant that you meet this age requirement.
Use of the Service Permissions: You are granted a limited, non-exclusive, revocable license to access and use the Service strictly in accordance with these Terms. Prohibited Uses: You may not use the Service in a manner that may impair, overburden, damage, disable or otherwise compromise our Service. You may not attempt to gain unauthorized access to any portion or feature of the Service, or any other systems or networks connected to the Service. Intellectual Property: All content included on the Service, such as text, graphics, logos, images, as well as the compilation thereof, and any software used on the Service, is the property of Iterla asset management, Corp. or its licensors and protected by copyright and other laws.

User Responsibilities You are responsible for maintaining the confidentiality of your account and password and for restricting access to your computer. You agree to accept responsibility for all activities that occur under your account or password. Content Content provided on the Service is solely for informational purposes. Statements made are non-binding and should not be interpreted as advice, endorsements, or recommendations.

Third-Party Links The Service may contain links to websites operated by third parties. These links are provided for your convenience only. Iterla asset management, Corp. has no control over these sites and assumes no responsibility for their content, policies, or practices. Disclaimer of Warranties The Service is provided “AS IS” and “AS AVAILABLE”. Iterla asset management, Corp. disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability and fitness for a particular purpose. Limitation of Liability Iterla asset management, Corp. shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, whether incurred directly or indirectly, or any loss of data, use, goodwill, or other intangible losses, resulting from (a) your access to or use of or inability to access or use the Service; (b) any conduct or content of any third party on the Service.

Indemnification You agree to indemnify, defend, and hold harmless Iterla asset management, Corp., its officers, directors, employees, agents, and third parties, for any losses, costs, liabilities, and expenses relating to or arising out of your use of or inability to use the Service and/or services, any user postings made by you, your violation of any terms of this Agreement or your violation of any rights of a third party, or your violation of any applicable laws, rules, or regulations. Changes to Terms Iterla asset management, Corp. reserves the right, in its sole discretion, to change the Terms under which the Service is offered. The most current version of the Terms will supersede all previous versions. Contact Information If you have any questions or comments about these Terms of Use, please contact us at Info@aws.iterla.com