Our Management

We are an independent asset management firm with an open platform. This means we can manage your investments at any bank or broker, both in Brazil and abroad. We have no obligation or exclusivity with any financial institution, so there are no conflicts of interest.

We have expertise in managing, protecting, and increasing your wealth. Financial, tax, and succession planning are also part of our daily operations.

The strategy is customized for each client, according to their risk profile and life goals. We have access to sophisticated products, generally restricted to institutional investors. Managed portfolios, exclusive funds, Club Deals, consolidated reports, various tailor-made solutions.

The compensation model can be fixed or variable, both with a total return of product rebates to clients, aligned exclusively to their objectives without any conflicts of interest. The portfolio should serve the client's goals and not the advisor's.