Jorge Gonzalez Gomez CAIA CESGA

Tressis is a financial services firm currently managing over 3.9bn€ in assets. Tressis provides financial advisory services, brokerage services and a fund platform to both institutional and retail clients. From starting out as a firm solely providing an independent fund platform for investors, Tressis has transformed into an independent financial advisory firm, which is now the prime focus of the business. Our client’s wealth is managed through three different managed account profiles (conservative, balanced and higher risk) all of them composed by third party funds. We implement the same strategy and asset allocation for our fund of funds (Hármatan Cartera Conservadora, Mistral Cartera Equilibrada and Bóreas Cartera Activa) and for the pension plans we manage (Tressis PP Cartera Crecimiento and Tressis PP Cartera Equilibrada). We also count with strategies that are socially responsible: we offer to our clients custom portfolios, discretionary portfolios and a fund of funds (Tressis Cartera Sostenible ISR)