We seek the best alternatives in asset management, always taking into account the particularities of each investment and the financial scenario, allowing for a smooth navigation towards the respective objectives.
Our Products
Portfolio Management
Investment portfolios under management are highly customized and overseen by seasoned professionals who make decisions that match the investor's goals and risk tolerance
Exclusive Structured Funds
An exclusive structured fund is an investment avenue that grants an individual investor or a consortium of investors the opportunity to tailor their portfolio with professional management, aligning with their unique requirements
How we operate
Experienced specialized services
Highly qualified and experienced managers will handle strategic planning, allocation, and management of your Investments.
Asset Curation
We source opportunities for our clients by constantly analyzing securities and issuers, investment funds, and managers. Through our investment committee, we verify which assets meet the eligibility criteria.
Portfolio Customization
The strategy of your investment portfolio will follow, among other factors, your lifestyle and budget, significant life events and contingencies, other discretionary expenses, and legacy plans.
Portfolio Consolidation
Consolidation of all your investments held across different institutions into a single report.
Access to the best investment conditions
Together we are stronger. The collective strength of our clients enables us to offer each one of you opportunities inaccessible to individual investors, typically reserved for institutional investors, without intermediaries.
Independence and transparency
We do not work with commission or rebate on our clients’ allocations. We believe that any financial benefit generated through our activities should be shared with our clients. Therefore, any rebate or commission we receive is incorporated into the client’s portfolio.
PASSO A PASSO
1
Questionnaire
The information to be collected will include personal data, KYC. AML, PEP status, financial situation, lifestyle, dreams, and achievements.
2
Assessment
Review of collected, sorted,
and analyzed information
3
Diagnosis
Providing diagnosis and setting a path forward.
4
Execution
Execution and active monitoring of the established plan
5
Reassessment
Reassessment and periodic meetings
6
Fine Tunning and Reconfiguration
Review of the investor profile
to capture changes and
propose strategic adjustments
Reports
Our reports offer a comprehensive, organized, and consolidated view of all your assets across all financial institutions where you hold accounts, both local and institutional.
Sent monthly via email, all versions are available on the Client Portal, a responsive and accessible space accessible from any device, with security and privacy.
Our management team also prepares uncomplicated content to accompany your report, providing insights into the markets and our strategies, as well as tactical movements.
How we change
0,6%
over the amount under management
10%
performance fee on any returns exceeding the benchmark of the portfolio.
