Methodology

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What do we do at inbestMe?

At inbestMe we design and manage investment plans (technically portfolios) adapted to your risk profile, objectives and values. Our plans are made up of Index Funds and ETFs *, assets that allow us to invest with very low costs and superior profitability and diversification. How do we do it?

1. We know your risk profile

In order to customize each investment plan to the objectives of each client, you will carry out a brief online test that will allow you to calculate your risk level from 0 to 10 (0 being the most conservative and 10 the most aggressive).

2. Select your plan

After knowing your risk profile you will be able to discover your personalized investment proposals. We have more than 100 portfolios, so you can choose the type of plan that best suits your needs, be it socially responsible, in euro, dollar, etc.

3. inbestMe manages everything

Once you have chosen your type of plan, we open an account in your name and sign a delegated portfolio management contract with inbestMe. This means that inbestMe will become the wealth manager of your account, these means that since that moment inbestMe will do everything for you (buy funds, distribute capital, monitor, rebalance, manage periodic contributions, tax optimization, etc ...). In this way, while you dedicate your free time to what you love most, inbestMe manages your investment for you.