Customized investment solutions for every stage of your financial life
At Lobato & Mira Asesores Patrimoniales we offer personalized financial advice, designed to help you achieve your financial goals. Through the open architecture of Caser Asesores Financieros, we offer you a wide range of national and international financial products that include investment funds, fixed income, variable income and pension plans. With a focus on you, we select the best investment options on the market to maximize your profitability.
We manage your investments with experience and commitment, so that you can achieve your financial goals with peace of mind.
Investment funds
Diversification and global performance for your assets
Access a wide range of investment funds from the best national and international asset managers. We design investment strategies adapted to your risk profile, your financial objectives and your investment timeframes. From fixed-income funds to variable-income and mixed funds, our recommendations will allow you to diversify your portfolio and optimise your results.
- Funds from world-leading asset managers.
- Investments adapted to all risk profiles.
- Access to specialized and sector-specific funds.
Fixed Income
Stability and security in your investments
Fixed income is an excellent option for investors seeking stability. We offer you access to a wide range of fixed income instruments, including Treasury Bills, Government Bonds and large corporate bonds. With a focus on security and diversification, we work to ensure that your investments maintain a balance between risk and return.
- Treasury Bills and Government Bonds.
- High-quality corporate bonds.
- Short, medium and long-term investment solutions.
Equity
Take advantage of global market opportunities
Investing in equities allows you to access shares from the world’s main stock exchanges, including the Ibex 35, Nasdaq, S&P 500, CAC, and DAX. With a dynamic approach based on market analysis, we help you identify the best investment opportunities in shares, adapted to your profile and objectives.
- Shares from the main international stock exchanges.
- Customized investment strategies.
- Continuous market analysis to optimize your investments.
Pension plans
Plan your future with security and peace of mind
Prepare for your retirement with a wide range of individual and employment pension plans tailored to your needs. We design strategies that combine diversification and profitability to ensure that your savings grow sustainably over time. Our advice will allow you to choose the plan that best suits your retirement goals.
- Pension plans tailored to different risk profiles.
- Diversified and actively managed investment options.
- Advice on tax optimisation of your contributions.
Personalized advice
At Lobato & Mira Asesores Patrimoniales we understand that no two investors are the same. That is why we offer personalized financial advice based on your objectives, needs and financial situation. We are committed to providing you with a clear and objective view of the market, helping you make informed decisions to protect and grow your assets.
ABOUT USOur financial services
We are committed to your financial success. Here are some of the reasons why our clients trust us:
Advice tailored to you
As agents of Caser Asesores Financieros, we provide you with financial advice focused on your objectives, with carefully selected solutions to optimize your strategy.
Personalized attention
We offer a personal approach tailored to your needs, designing tailor-made financial strategies that fit your objectives and risk profile.
Experience and professionalism
With more than two decades of experience, we combine in-depth market knowledge with rigorous and responsible financial management.
Transparency and trust
We keep you informed at every step, explaining our recommendations clearly so that you can make decisions with confidence and security.
