Consulting and Customer Support

Our Consulting and Customer Support

Grupo Empresarial Sama, S.A. and its subsidiaries, are known for providing all their clients advice of a high professional and technical level, based on ongoing analyses of the markets, instruments, issuers and environment, which affect investments and shape current and future investment decisions.

The Analysis and Information Unit provides the analytical and information support required to achieve high consulting and customer service standards; in addition, it is tailored and adapted to the conditions and characteristics of each investor’s profile.

Management Model

Grupo Empresarial Sama, S.A. and its subsidiaries count on advisors that will help you develop an investment portfolio that suits your needs, enabling you to achieve the goals you have set as an investor.

The management model of Grupo Empresarial Sama, S.A. and its subsidiaries includes knowledge and evaluation, advice, and shaping the investment portfolio and measure its results.

Knowledge and evaluation of the investor’s risk profile.

By applying an investor rating policy, our stock brokerage firm classifies its clients as professional and non/professional.

Then, depending on the type of service purchased, clients complete the Investor Profile form to find out any issues related to their investment horizon and objectives, experience in the stock market, attitude before risk scenarios, and preferred currency. Once the Investor Profile is completed, factors are weighted to obtain a client classification, which may be conservative, low-moderate, moderate, moderate-high, low speculative or high speculative.

Once the investor type is defined, the consultant performs the task of determining those options that best meet the needs of the investor.

During this stage it is important that the consultant evaluate the current market situation as well as the main economic variables at the national and international levels, using all this data to shape a diversification proposal for the investment portfolio to be established and avoid the concentration of resources on issuers, terms or risk levels.

Investment Consultants

This is our team of experienced professionals, ready to provide personalized investment advice.

Nombre	Condición
Victor Hugo Oconitrillo Conejo	Broker
Henry Zamora Castro	Broker
Maureen Araya Mora	Broker
Alejandra Campos Camacho	Broker
María Jesús Alas Escalante	Broker
Randall Fernández Olivas	Broker
Alberto Antillon Appel	Broker
Julio Humberto Carvajal Rivera	Broker
Guillermo Padilla Velásquez	Broker
Mario Arturo Bolaños Vargas	Broker
Laura Marin Guzman	Investment Consultant

We invite you to contact us at 2296-7070 to receive the best advice on investment services, or write to gruposama@sama.co.cr and one of our consultants will contact you immediately.