1. Grupo Bursátil Aldesa
Knowledge to enhance your wealth

2. Agenda
1 About Us
2 Business Units
3 Why Aldesa?
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3. Aldesa is one of the longest standing companies in the Costa
Rican stock market
Foundation Pioneers in the Pioneers in the
mutual funds creation of Real
investment Estate Investment
development Funds
1968 1976 1990 2000 2001 2007 2009
Founder of the First financial Leaders in the
National Stock company with the creation of Real
Exchange ISO certification in Estate
Latin America Development
Investment Funds
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4. Knowledge and Experience
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5. With the expertise of our human resource we aim at
providing a world class advisory service
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6. Managing and enhancing our customers’
assets through knowledge-based
Mission consulting and integrity from an
outstanding human resource.
Aldesa Vission To be recognized as a company that
provides a world class advisory service.
Service
Values
Ethics
Excellence
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7. Agenda
1 About Us
2 Business Units
3 Why Aldesa?
Page 7

8. Our Business Units
Brokerage Investment
Mutual Funds Trust Funds
Firm Banking
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9. 1
Brokerage Firm
Information turned into strategy
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10. We specialize in consulting through design of investment
strategies in global financial markets, in line with
individual investors’ goals and degree of risk tolerance.
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11. Main Services
Services
 Purchase and sale of local securities in
the primary and secondary market.
 Individual investment portfolio
management.
 Repurchase operations.
 Purchase and sale of corporate and
sovereign bonds through our counterpart
network.
 Electronic Funds Transfer (SINPE).
 Distribution of local investment funds.
 Purchase and sale of foreign exchange.
 Currency hedging.
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12. Our Consulting Model: 3 financial steps
Getting to Defining investment needs and goals
know Identifying degree of risk tolerance
investors
In-depth analysis of economic and stock-
3 financial exchange environment.
Advising Choice of investment time horizon
steps Creation of investment portfolio
Assessment of portfolio performance
Evaluating
Portfolio reallocation when required
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13. 2
Mutual Funds
Pioneers in the Costa Rican mutual funds
industry
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14. We design and manage mutual funds covering a wide
array of needs from investors who wish to diversify their
investment portfolios.
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15. Mutual Funds
Types of funds we manage
 Money Market Funds
 Income Funds
 Real Estate Funds
 Real Estate Development Funds
 Megafondo Global Fund
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16. 3
Investment Banking
Transforming companies to create economic value
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17. Committed to promoting capital market development and
supporting customers in openness and globalization
processes, providing financial advice.
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18. Investment Banking
Services
 Strategic support to take advantage of
growth and consolidation opportunities.
 Mergers and acquisitions
 Assistance in family transition or family
business opening processes.
 Real Estate Investment Banking
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19. 4
Trust Funds
Tailored Fiduciary Advice
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20. Creates, designs and manages fiduciary businesses and
systems.
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21. Fideicomisos
Servicios
 Property management trust funds.
 Investment trust funds.
 Asset management trust funds.
 Real estate trust funds.
 Securitization trust funds.
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22. Agenda
1 About Us
2 Business Units
3 Why Aldesa?
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23. Trust
Trajectory
Why Aldesa? Knowledge
Experience
Independence
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