It all started at a brokerage firm. We both partners met at work and as time went by, our friendship and interest for investingcombined with a passion for continuous learning and sharing it with others. This passion made us pursue the CFA designation; we believe in financial education and in the importance of continuous learning and investing in personal development.
Among our areas of professional expertise are: corporate finance, fundamental analysis, valuation, investment ideas and strategies for equity markets.
With a desire to do things differently, we founded Adastra Finance, based on 6 fundamental principles:
Our principles:
- Constant communication – We look for a constant dialogue to understand and foresee our clients’ needs.
- Evolution – We believe in the evolution of ideas, building and incorporating new ones and discarding those that do not add value as soon as we can.
- We are committed to processes – We are convinced that through procuring and refining our processes constantly, we can expect above-average results in the long-term.
- We see our clients as partners – In Adastra we look to associate and service people we admire, to find solutions and add value.
- Enjoyment – We believe in enjoying our work and the relationships that it allows us to build in the long-term.
- We believe in transparency and humility – We acknowledge that we do not have the absolute truth, but we guarantee to our clients our best effort and commitment under any circumstance.
Adastra means “to the stars” in Latin: We want to support you to go as far as you would like to. We see wealth creation as a means to pursue dreams and focus on your passions; this is what we consider financial freedom.
Adastra Finance 