Absolute transparency and exclusive defense of the investor’s interests. We do not market any products and have no interests in any funds, management companies, or financial institutions. Valor Óptimo EAF has been providing independent financial advisory services since its incorporation in 2009.
Negotiation with all entities regarding direct and indirect costs borne by customers.
Continuous monitoring and tracking of our clients’ investments, ensuring that there are no deviations from their objectives.
New opportunities: we select the best investment alternatives from the financial institutions the client works with, as well as from other national and international entities.
Valor Óptimo is the first Financial Advisory Firm (EAF) in the Basque Country, registered with the CNMV since 2009, and the eighth at the national level. We currently have offices in Vitoria and Madrid.
The Valor Óptimo EAF team has over 25 years of experience in leading financial institutions (AB Asesores, Morgan Stanley, Banco Urquijo, N+1, Kutxabank), advising families with significant wealth.
We are accountable to no financial institution — only to the Investor. We work for the investor, and only for them.
We are complementary, not a substitute for financial institutions.
We are exclusively dedicated to providing advice and do not have access to clients’ funds.
Valor Óptimo EAF is authorized and supervised by the Spanish National Securities Market Commission (CNMV) and is registered in the Financial Advisory Firms Register under number 8.
