COL Financial advocates financial literacy among Filipinos

The leading online stockbroker in the Philippines, COL Financial, in partnership with SM Investment Corporation, successfully conducted their nationwide financial literacy summit, SMart Investing – COL’s 2016 Wealth Building Summit for the Filipino Investor.


The summit aims to educate Filipinos so they can understand how investing and the stock market works. Over thousands of participants from Davao, Cagayan De Oro, Cebu, and Manila were able to participate in and learn from the educational and informative talks by some of the financial industry leaders in the country.

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COL Financial President and Chief Executive Officer (CEO) Dino Bate opened the summit with his inspiring welcoming remarks to all the participants, which was followed by the presentation of COL Wealth Building Specialist, Jed Velarde, who highlighted smart and effective ways to invest in the stock market.

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On his keynote presentation, COL Financial Chairman and Founder Edward Lee shared the many different investment styles and their unique attributes, saying that, “to be a successful active trader in this market one must understand the rules and manage his risk properly to avoid any major set backs.” 

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Meanwhile, COL Fund Expert Marvin Fausto pointed out that the most important thing to remember in investing through mutual funds is to apply the principle of S.M.A.R.T.: Stay Invested, Manage Risk, Asset Allocation, Regular Investing, and Target Reviews.

The summit also convened representatives from the top fund houses in the Philippines for an informative panel discussion: Phillip Hagedorn, Managing Director for Equities of ATR Asset Management; Augusto Cosio, President of First Metro Asset Management; Carol Tinio, Vice President and Head of Partnership of Philam Asset Management; Wilson Sy, President of PhilEquity Management; Valerie Pama, Director and President of Sun Life Management; and Ruben Espiritu, President and Director of BPI Investment Management Inc. 

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The afternoon session was spearheaded by COL Head of Research April Lee Tan and COL Chief Technical Analyst Juan Barredo, who discussed COL Financial’s mid-year market briefing. The summit concluded with a panel discussion with investment experts and representatives from SM Investments, BDO, and SM Prime, which was followed by a Q & A session.

COL Financial is the Philippines’ largest online stockbroker, established in 1999 with the goal of educating Filipinos on how to invest in the stock market the easy and convenient way. Today, with over 170,000 customers and a client equity of around Php56 billion, COL Financial is clearly the Filipino investor’s most trusted stockbroker.

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The company continues to make investing even more convenient, with the recent addition of the COL Fund Source, the first and only fund supermarket in the country. Through the COL Fund Source, Filipinos can now invest in 26 pre-selected mutual funds from the top six mutual fund houses in the country using a single online platform. “COL has revolutionized the investment landscape by being the only independent source of funds online that will provide our customers a smart solution in making confident investment decisions,” says Marvin Fausto.

Through events such as the SMart Investing Summit, and through new products such as the COL Fund Source, COL Financial remains committed to financial literacy and to helping its clients build their wealth and achieve financial independence.

For more updates and info visit COL Financial.