Long Term Goals Alignment: Profile Design, Life Cycle, Portfolio Structure, Investment Policy, Training, Communication with Participants of the fund, etc.
Dynamic portfolio management by class and strategic allocation, as well as portfolio risk management. (top-down)
Continuous and in-depth selection and monitoring of the best funds, managers and products, with our own bottom-up rating scale, in accordance with Res. CMN 4661.
Support in all operational and regulatory spheres related to investments. Tailor made structures according to your chosen products or services needs.
As a portfolio manager authorized by a regulatory body (CVM), we are able to negotiate and reduce the total cost of management.