Come cbustamante D ha cominciato il suo viaggio per il design di presentazione powerpoint
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Sherpa Capital is an independent asset management firm in Mexico that provides professional and independent asset management services based on transparency and tailor made balanced investment solutions through local and global markets to achieve financial goals for High Net-Worth Individuals, Families and Institutional Clients.
Our experienced team has been working together for more than 13 years and has an average experience of 25 years in the asset management business.
• Tailor made solutions based on exhaustive financial planning for our clients
• Decision making and execution based on objectivity and no conflict of interests
• Fiduciary mandate at the core of our service
• Highly experienced team in financial planning and asset management.
• Optimization and transparency in costs through our open operational platform
• Well defined investments philosophy and disciplined investment process
• Highly customized and personal service
• High-Net Worth Individuals
• Wealthy Families
• Institutional Clients mainly Pension Plans
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Contabilità e Finanza
Contenuto da inserire nel template
Attached you will find some selected power point slides based on our current power point marketing sales presentation.
We would like to highlight:
• Key Executives
• Value Proposition
• Independent Manager scheme
• Investment philosophy
• Investment process
• Portfolios & Performance Graphs
We are looking to have innovative, fresh, modern and dynamic template of the presentation that helps us to share what is Sherpa Capital, what we offer and how we have performed.
We use our sales presentation on the first meeting with the client and sometimes we sent it to prospects without one on one contact. This presentation is one of our most important sales tools.
Finally, the web page of the company is http://www.sherpacapital.com.mx so you can use it as a reference for the image that we have and the relation with the Sherpa in the Himalaya applied to the financial advice.
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