Nelcord Financial Services

Established in 1994, Nelcord Financial Services started as a customer service division for an international retirement and life insurance company. The goal, at that time, was to solely maintain its parent company’s existing portfolio. As a result, the company focused on providing customers with the best possible service experience to keep their accounts.

It was only after a few years that Nelcord sought to maintain the existing portfolio, provide solutions to clients’ investment needs and began distributing other services from various investment platforms or brokers.

“Our leitmotif from the early years never changed; we always sought excellence in service so that customers would choose us over other options,” says Guillermo Sosa Pintos, managing director of Nelcord Financial Services.

This couldn't be achieved without an experienced and trained team. To this end, the company started assembling the brightest set of people.

The most important reason for clients to choose Nelcord is its commitment, prudence and responsibility to them. As strategic partners in managing their investments, the company works according to its professional training, generating trust and long-term relationships.

This year, Nelcord celebrates its 30th anniversary with clients that have trusted it since the beginning.

The company has always been careful in selecting the companies it represents. It ensures that they are world-class, leaders in their sectors, have appropriate credit ratings and provide clients with reliability and peace of mind.

For many years, Nelcord has worked with suppliers, some for over 20 years, collaborating to provide the best for clients while fostering lasting relationships.

When it comes to advice, the company emphasizes personal financial planning, with two distinct business units—insurance services and wealth management. Nelcord collaborates closely with clients to grasp their needs, ensuring a tailored approach to delivering the solutions they seek.

Nelcord represents leading companies in the savings, life and health segments. These products offer solutions to clients for effective personal and family planning for the future. This is crucial to prevent situations that could impact their wealth, lifestyle or that of their loved ones.

It offers model portfolios tailored to each client's investment profile or can create a customized portfolio based on individual needs.

Nelcord has weathered various extraordinary events, including the Russian crisis, the tequila crisis, the technology bubble, the tragedy of the Twin Towers, the 2008 financial crisis and the Covid pandemic. The company has navigated through challenging circumstances in its own country and neighbouring nations. Despite these trials, Nelcord has significantly expanded in terms of clients and assets under management compared to its humble beginnings.

In these changing times, technology continues to evolve, and this is a very important focus for Nelcord. The company constantly evolves to stay at the forefront of technological advances, giving its clients the best experience. Nelcord aspires for clients to choose them for the companies it represents, but also for what can be given to them as added value to grow their investments.