Our investment philosophy
Invest for the long term
to apply an understanding of macroeconomic events to optimise portfolio allocation.
Diversification by asset classes
Monetary, Bonds, Equity, Alternatives and Commodities
Allocation aligned with investor profile
Learn to identify levels of risk that the investor is comfortable with.
Active management
To incorporate market changes and adjust your portfoliio
Your profile and asset class allocation
DEFENSIVO
I'm rather conservative, with low tolerance to risk and total focus on capital preservation.
Monetary
Bonds
Equity
Alternatives
Commodities
MODERADO
I'm relatively conservative and plan to preserve capital with moderate risk tolerance
Monetary
Bonds
Equity
Alternatives
Commodities
DINÂMICO
I am a balanced investor, with an emphasis on preserving my portfolio, but assuming a relevant risk tolerance.
Monetary
Bonds
Equity
Alternatives
Commodities
AGRESSIVO
I have a high tolerance and propensity to risk, in order to achieve higher performace.
Monetary
Bonds
Equity
Alternatives
Commodities
Contact us and know the best allocation for your profile
