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Learn more from our FAQ
At Total Op, we understand that making financial decisions can generate a lot of questions. To help you get the information you need quickly and easily, we have compiled some of the most frequently asked questions we receive. If you don’t find the answer to your question here, feel free to contact us for personalized assistance.
Our investment strategies are selected based on a detailed analysis of your financial profile, objectives and risk tolerance. We use advanced market analysis tools and intelligent algorithms to identify the best investment opportunities that align with your personal goals. Each portfolio is custom managed to ensure maximum performance and risk minimization.
At Total Op, the security of your data is our top priority. We implement state-of-the-art encryption technologies and rigorous security protocols to protect your financial information. In addition, we comply with all regulations and industry standards to ensure that your data is always secure and confidential.
We provide access to a secure online platform where you can review your portfolio reports and analysis at any time. This platform allows you to monitor the performance of your investments, receive market updates and access our periodic reports and personalized recommendations. You can also schedule meetings with our advisors to discuss your portfolio in detail and any necessary adjustments.
Our History
In Our Beginnings..
Founded in 2021, Total Op was born with the vision of democratizing access to smart and secure investments. Our founder, a veteran of the financial world with over 5 years of experience, saw the need to create a firm that not only offered high quality financial advice, but also used advanced technology to optimize investment decisions. We started as a small office with a small but passionate team, committed to transforming the way people and companies invest in the stock market.
In our early years, we focused on building a strong client base by delivering exceptional results and creating relationships based on trust and transparency. Innovation has always been a key pillar of our strategy, which led us to develop and adopt cutting-edge technologies, such as intelligent algorithms and artificial intelligence, to improve the accuracy and efficiency of our investment recommendations.
Now….
Today, Total Op has grown exponentially, managing over $20 million in assets and serving more than 1,000 clients worldwide. We have expanded our operations with a team of experts in diverse areas of the financial market. Our commitment to excellence and client focus has enabled us to maintain a 95% satisfaction rate, and we continue to innovate to deliver the best possible financial solutions.
Throughout our history, we have remained true to our core values: integrity, innovation and customer focus. These values guide every decision we make and every service we provide, ensuring that we always act in the best interest of our customers. As we look to the future, we remain dedicated to providing world-class financial advice and transforming our clients’ financial vision into tangible opportunities.
Our team
We Are Finaces Experts
EDWIN MILLAN SARRIA
Founder & CEO
Janice Porter
Consultant
Martha Bradley
Data Engineer