Capital Strategies is launched by Daniel Rubio and Gregory Ratliff in 2000 with the objective of providing financial advisory services to institutions. To achieve this goal, the agency carries out a careful process of selection of international Fund Managers groups whose talent and investment ideas will add value to the institutions.
In 2008 they became a broker (Agencia de Valores), complying with EU law (MiFID), regulated by the CNMV.
The investment approach of the company is global. Based on the core values of independence and commitment, their goal is to identify and select the best investment ideas to optimize performance of financial institutions. Headquartered in Madrid, Capital Strategies has presence in Milano, Lisbon and Lima.
Tel: +34 91 353 12 67