¿Cómo invertir de forma simple?

Conoce SmartVest, un portafolio de inversión inteligente que se ajusta a tus metas. ¡Es momento de invertir con facilidad!
Redacción Vest
SmartVest

Empezar tu camino como inversionista puede ser abrumador, hay tanta información por todos lados, y el tiempo que necesitas dedicarle puede ser una tarea compleja de llevar. 

En Vest te escuchamos y entendemos tus necesidades, por eso te presentamos SmartVest

¡Es el momento de invertir con facilidad! 

Ya no debes pensar en qué invertir o dónde comenzar, con SmartVest recibirás una propuesta de inversión con diferentes activos seleccionados para ti, que se ajustarán a tus necesidades y objetivos. 

SmartVest, es un asesor de inversiones que toma en cuenta tu perfil de riesgo y tu objetivo de inversión para recomendarte un portafolio de inversión. Esto significa que tendremos en cuenta:

  • Tu perfil de riesgo, que se define de acuerdo a una serie de preguntas

  • Tu objetivo de inversión

Para crear una propuesta de portafolio que se ajuste a tus necesidades y objetivos. Tus objetivos son lo más importante para nosotros.

Al invertir es muy importante tener claros los objetivos que quieres lograr y el nivel de riesgo que estás dispuesto a tomar. Para poder entregarte una propuesta personalizada, SmartVest determinará tu perfil de riesgo a través de una serie de preguntas que podrás responder directamente en tu app.

Un perfil de riesgo identifica el nivel aceptable de riesgo que un individuo está preparado y es capaz de aceptar. El riesgo se puede considerar como la probabilidad de que el resultado de una inversión no sea como se planificó.

Dependiendo de tus respuestas SmartVest analizará qué perfil de inversión se ajusta mejor a ti, y así te dará una propuesta de portafolio que se ajuste a tus objetivos y a tu nivel de riesgo. 

Construimos tu portafolio con ayuda de expertos para optimizar tu estrategia.

En función de tu perfil de riesgo, recomendamos un portafolio con un conjunto de activos conformados por distintos ETFs, donde la distribución del portafolio está en función de tu perfil de riesgo.

Un ETF (por sus siglas en inglés significa Exchange-Traded Fund), es un conjunto de activos que incluye diferentes valores de una misma naturaleza y se transa en bolsa como una unidad. Los activos pueden ser bonos, acciones,  materias primas o incluso estar ligados a índices bursátiles, su principal característica es que es un producto diversificado y asequible.

Es inteligente, es Vest. Es para ti.

  • Soluciones personalizadas para tus necesidades. Con nuestro exclusivo enfoque centrado en el usuario, SmartVest se centra en ti y en tu libertad financiera, ofreciéndote soluciones personalizadas adaptadas a tus necesidades.

  • Descubre un nuevo mundo de inversiones inteligentes.

Con innovación constante y transparencia en cada paso del camino.

  • Otra alternativa para sus inversiones.

Ya inviertes en las empresas que quieres, complementa tu estrategia de inversión con una cartera inteligente que responda a tus objetivos específicos.

¿Cómo crear tu portafolio SmartVest?

  1. Crea tu cuenta de inversión en Vest; responde unas preguntas que nos permitirán validar tu identidad y cumplir con requerimientos regulatorios para tu seguridad.

  2. Responde el cuestionario de SmartVest. Una serie de preguntas que nos permiten conocerte mejor, para así crear la mejor estrategia de inversión. Tendremos en cuenta elementos como:

    • Cuál es el horizonte de tu inversión: inviertes a corto, mediano o largo plazo.

    • Cuál es tu situación financiera actual: es estable, un imprevisto cambiaría todo, o si debes plantear tus finanzas de manera diferente.

    • Cuál es tu nivel de experiencia en inversión y cuánto dominas el tema. 

    • Determinar tu tolerancia al riesgo: Evaluamos cuánto capital estarías dispuesto a perder en el peor escenario.

  3. Recibe tu portafolio SmartVest, una selección de activos que se ajusta a ti y a tus metas.

  4. ¡Comienza a invertir con SmartVest!

Con SmartVest recibes un portafolio inteligente y diversificado creado especialmente para ti

Decisiones inteligentes, Inversiones inteligentes, SmartVest

En Vest seguimos trabajando para traerte las herramientas de inversión que faciliten tu vida, porque aquí la libertad financiera se vive sin fronteras. 

Otras comisiones y gastos pueden aplicar. Los servicios de asesoramiento en materia de inversión son prestados por VestWealth, Inc. Invertir implica riesgos, incluido el riesgo potencial de pérdida. Para obtener más información, consulte nuestra Divulgación de medios sociales.

“Vest” is one of the trademarks under which Northbound Securities LLC, VestPay Inc., and VestWealth Inc. do business (collectively, the Vest Companies). The Vest Companies are wholly owned subsidiaries of Vest Inc. Trademarks and logos are the property of their respective owners and do not represent endorsements of any kind. Unless otherwise noted, the Vest Companies are not partners, affiliates, or licensees of these companies.

Important information to self-directed investors.

-Securities products and services are offered to self-directed investors through Northbound Securities LLC (Vest), a member of FINRA and SIPC. SIPC protects the securities of the customers of its members up to $500,000 (including $250,000 for cash claims). Explanatory brochure available upon request or at www.sipc.org.

-Online investments have inherent risk due to system response, execution price, speed, liquidity, market data and access times (which may vary due to market conditions), system performance, market volatility, order size and type, and other factors. An investor should understand these and additional risks before investing.

-The content, news, research, tools, market data, and stock symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in a particular investment strategy.

-The information provided should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Projections or other information regarding the likelihood of various investment results are hypothetical in nature, are not guaranteed as to accuracy or completeness, do not reflect actual investment results, and are not guarantees of future results.

-All investments involve risk, losses may exceed the principal amount invested, and past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Remember that diversification is not a risk-free investment strategy, and, in certain circumstances, it may not fit your investment objectives.

-Certain services (Brokerage Services) offered through our mobile app are offered only in jurisdictions where it is lawful to do so. The availability of the Brokerage Services through the Internet is not a solicitation or offer of the Brokerage Services to any person in any jurisdiction where such solicitation or offer is unlawful. We reserve the right to limit the availability of the Brokerage Services to any person, geographic area, or jurisdiction at any time at our sole discretion. We make no representation that the Brokerage Services are appropriate or available for use in locations outside the United States or that access to our mobile application is legally permitted in countries or territories where the Brokerage Services may be illegal. If you access the Brokerage Services from other locations, you do so at your own risk and are responsible for compliance with local laws.

-Before investing in any exchange-traded fund (ETF), you should consider its investment objective, risks, charges, and expenses. Contact us at support@mivest.io to obtain a prospectus containing this information. ETFs are subject to market fluctuations and the risks of their underlying investments. ETFs are subject to management fees and other expenses. ETF shares are bought and sold at a market price, which may be above or below their liquidation value, and are not individually redeemed from the fund. Investment returns will fluctuate and are subject to market volatility, so an investor's shares, when redeemed or sold, may be worth more or less than their original cost. ETFs are subject to similar risks as stocks. Some specialized ETFs may be subject to additional market risks.

-Securities products are not insured by the Federal Deposit Insurance Corporation (FDIC). They are not guaranteed by a bank. They may lose value.

-FINRA's BrokerCheck report for Vest is available at https://brokercheck.finra.org/firm/summary/314549.

Important information regarding the investment advisory service.

-Investment advisory services (Advisory Services) are provided by VestWealth Inc. (VestWealth), an investment adviser registered with the Securities and Exchange Commission (SEC). SEC registration does not imply a certain level of skill or training.

-VestWealth is not a tax advisor, nor should any information herein be considered tax advice. Please consult a qualified tax professional.

-VestWealth's internet-based Advisory Services are designed to assist customers in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a customer's financial situation. They do not incorporate specific investments that customers hold elsewhere.

-Refer to VestWealth's Advisory Services brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and VestWealth's fees and other fees that may be charged. The rate of return on investments can vary widely over time, especially for long-term investments. Investment losses are possible, including the potential loss of all amounts invested.

Important information regarding the money transmission service.

-Customer funds transfers in US Dollars are processed by VestPay Inc. (VestPay), a United States money services business registered with the Financial Crimes Enforcement Network (FinCEN).

Important information to Brazilian residents.

-None of the Vest Companies are authorized by the Brazilian Securities Commission (CVM) to offer the securities distribution service to investors residing, domiciled, or incorporated in the Federative Republic of Brazil (Brazilian Investors).

-The securities distribution service to Brazilian Investors is offered by FRAM Capital D.T.V.M. S.A., a corporation organized and existent under the laws of Brazil, duly authorized to operate as a securities broker dealer by the Brazilian Central Bank. This under the terms of Guidance Opinion 33 issued by the Brazilian Securities Commission.

-The registration and treatment of the clients’ information is conducted in accordance with the current legislation on personal data protection in place in Brazil and the determinations of the corresponding regulatory bodies on the matter, including Law No. 13,709.

V.02 11/17/2023