This site uses cookies that facilitate browsing. Allow Cookies? Learn more about cookies
Our investment philosophy

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

DEFENSIVO

I'm rather conservative, with low tolerance to risk and total focus on capital preservation.

Monetary
Bonds
Equity
Alternatives
Commodities
MODERADO

MODERADO

I'm relatively conservative and plan to preserve capital with moderate risk tolerance

Monetary
Bonds
Equity
Alternatives
Commodities
DINÂMICO

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

AGRESSIVO

I have a high tolerance and propensity to risk, in order to achieve higher performace.

Monetary
Bonds
Equity
Alternatives
Commodities
We are pleased to help.

Talk to us We are pleased to help.

Schedule a meeting?

Copyright 2024. Golden Wealth Management is a trademark of Golden Assets - Sociedade Gestora de Patrimônios, S.A. and Golden Broker-Sociedade Corretora S.A..

ALERT for suspicious or fraudulent contacts The use of computer or telephone means to make contacts for suspicious or malicious purposes is an increasingly greater and more sophisticated threat. Please be wary of any contact made under these circumstances. And never, under any circumstances, provide information about your assets without being sure of the legitimacy of the contact. GWM never contacts any person without prior introduction or reference. If you receive any suspicious contact, do not hesitate to report it to the competent authorities (complains and reports to Judiciary Police: https://qe.pj.pt/login/ email to CMVM (Portuguese Securities Market Commission): cmvm@cmvm.pt ).

Data Protection Policy
Investor Information
Schedule a meeting?
ⓘ

ⓘ

ⓘ