INVESTMENT
SOLUTIONS

We are an independent asset manager working with Institutional and Corporate segments, offering solutions through exclusive financial management structures for each client.

WE ADOPT A HOLISTIC APPROACH TO MANAGE OUR CLIENTS' INVESTMENTS, WITH SOLID PROCESSES FOR ALLOCATION, MONITORING, AND DIVESTMENT.

Asset Management
Liability Analysis
ALM - Asset Liability Management

OUR DIFFERENTIALS

Specialized Team:

Professionals with deep expertise in serving the Institutional and Corporate segments, aiming to meet the specific needs of each client.

Close Relationship:

Service structure that fosters a close relationship with our customers.

Quality Rating:

Management Quality Rating by Austin and Signatory of the PRI (UN Principle for Responsible Investments).

Open Architecture:

We select the best investment funds according to your needs, with impartiality and transparency.

Recognition:

Approval of more than 150 funds from 68 houses.

how WE WORK

Our process is based on macroeconomic assumptions and goes through the following steps:

1

Quantitative Analysis

Selecting the best investment funds with defined metrics for each strategy style.

Qualitative Analysis

Evaluating all agents of the target fund, including administrators, managers, and custodians, focusing on reputation, experience, transparency, and communication.

Compliance / Legal

Robust analysis to identify any legal flaws, ensuring compliance with regulations and legislation.

Management Committee

Top-performing funds are debated and possibly approved by the management committee specific to the mandate.

Allocation

Defining funds for each strategy and position sizes before investing in the selected funds.

Monitoring

Constant evaluation of invested funds compared to their market peers, ensuring transparency, and minimizing surprises.

our services

Management

Managing clients’ financial resources through exclusive, with a focus on Fund of Funds (FOFs) strategy.

Structuring

Specializing in structuring investment vehicles aligned with clients’ risk profiles and sectors of operation, across different asset classes including fixed income, multi-market, and equities.

Support

Full support from a full-service investment company for creating products, services, and exclusive solutions that contribute to the development of each client’s business.

our TEAM

Our team consists of professionals with over 15 years of experience and extensive knowledge of the sectors of operation. They focus on regulatory, actuarial, and liquidity aspects, market trends, and the specific needs of each client.

Silvio Santos

Director

Diego Condado

Director of Asset Management, Distribution, and Suitability.

Rafael S. Silva

Director of Compliance and AML/CFT

Rogério Goulart

Director of Risk Management

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