Utrend Chile

UTREND SpA is a Chilean investment advisory firm serving individuals, family offices, and businesses. Registered with and authorized by Chile’s Financial Market Commission (CMF), the firm helps clients make informed investment decisions and build portfolios aligned with their goals, time horizons, and risk profiles. Its personalized, person-led service covers financial and portfolio assessment, strategy design, investment implementation, ongoing monitoring, and optimization. Clients can also request a detailed portfolio diagnosis, including reviews of asset allocation, costs, fixed-income risk, and tax considerations.

UTREND advises on a broad range of Chilean and international investments, including mutual funds, stocks, bonds, term deposits, foreign currencies, ETFs, investment funds, and internationally domiciled funds. Through regulated intermediaries in Chile and the United States, clients can access local and global markets. Investments remain in the client’s name with the relevant intermediary; UTREND states that it does not administer or hold clients’ funds. The firm’s purpose is to broaden access to quality financial advice and professional wealth planning across Chile.