Our Investments Portfolios

We initially have a virtual or in-person meeting to discuss Paico Investments, how we work and your investment objectives, timelines and risk tolerances.

We discuss all fees and costs associated with working with Paico Investments. From the initial contact to ongoing support, asset monitoring and adjustments.

We internally review the investment objectives, timelines and risk tolerances. We then formulate an custom green investment plan with milestones and details. 

A follow-up meeting is scheduled to discuss your personalized green investment plan, its rationale and the best implementation route.

Plan execution is critical for achieving the goals and objectives. We will follow-up all along the execution plan to ensue all items are properly addressed.

Monitoring your green investment portfolio is a key for enabling wealth growth. From time to time adjustments are made meet the plan's objectives.