Designed by VBT Bank & Trust for clients to conform their investment portfolios allowing them to reach patrimonial objectives at mid and long term, in a sure and planned manner.

To achieve it, is based on technical selection of the best international mutual funds, therefore combining the experience of VBT Bank & Trust and the capacities of the world's best portfolio managers. This selection is periodically revised and is based on variables such as historical performance, volatility and consistency of managers to handle successfully the different kinds of assets (money markets, bonds and shares; in developed markets as well as emerging markets).

To obtain more information on the manner in which this service may help you in conforming an investment portfolio allowing to reach your patrimonial objectives, as well as receive a customized proposal, consult your Financial Advisor.



Assets allocation is an investment strategy contributing to reduce risks of your investment portfolio and improve the potential performance. This is achieved through a technical allocation of your investment in the different kinds of assets: cash, bonds and shares, depending on risk profile and investment objectives. In this manner, your portfolio is not exposed to market volatility of one sole kind of assets and allows to concentrate in larger market cycles and not in short term fluctuations.

The process of Selective Investment System is formed by three stages, which are related one another to maintain your investment portfolio according to the strategy and objectives established at the beginning of the relationship: