One-off investment advisory
To optimise your portfolio with the support of a specialist professional. A joint assessment process based on clear recommendations for optimising your portfolio at a given point in time, taking into account your objectives, risk profile and financial situation.
Personalisation.
Solutions are designed with the Client based on a thorough prior assessment of their needs and investment objectives.
Experience.
Support to investment decisions given by a team of senior advisors with extensive experience in asset management and advisory services.
Flexibility.
Flexibility in choosing from a wide range of pre-selected Investment Funds.
Objectivity and Clarity.
A final proposal, complete with a concrete action plan and clear recommendations, enabling you to act with confidence and autonomy.
Our Process in 4 Clear Steps.
Total transparency.
We carry out a rigorous assessment of your investment profile, financial situation and objectives, guaranteeing an in-depth and personalized understanding. We ensure flexibility and comprehensiveness in the selection of financial assets, previously analyzed, that meet the characteristics appropriate to your profile. To support you in your investment decision, we rely on experienced professionals who, based on macroeconomic perspectives and market sentiment, work with you to build a portfolio in line with your objectives and financial constraints.
In the optimization phase, we reconcile the account manager's technical rigor with your preferences, carrying out an in-depth analysis of the relevant assets and markets and defining an optimized allocation strategy aimed at maximizing return potential within agreed risk limits.
Finally, you will receive a detailed report with our vision, allocation recommendations and concrete steps to execute the strategy, allowing you to act with full confidence.
In-depth Analysis.
Concrete Recommendations.
Investment Objective.
Assets are allocated according to the investment objective, the expected volatility of each asset and its correlation with other assets.
Macro and Fundamental Analysis.
The analysis of each asset class forms the basis for determining whether portfolio risk should be increased or reduced.
Tactical Vision.
Depending on the advisory team’s tactical vision, discretionary investment measures are taken to take advantage of short/medium-term opportunities.
Selection of Assets and/or
Management Companies.
Our specialist team analyses the financial instruments and selects the most appropriate ones.
Risk Monitoring.
We have constructed our portfolio recommendation in such a way as to ensure strict compliance with your risk profile and the objectives set for this investment.
Analyse. Compare. Decide.
Strategies and characteristics
| Estratégia | Objetivo da consultoria | Horizonte temporal do investimento | Volatilidade indicativa | Nível de risco | ||
|---|---|---|---|---|---|---|
| Por Perfil de Investimento | Preservação | Abordagem conservadora na seleção dos ativos que compõem o portefólio aconselhado e nas recomendações. | 2 anos | Entre 1% e 3% | 1 - 3 | |
| Capitalização | Tem como objetivo principal a preservação do capital e como objetivo secundário a sua apreciação | 3 anos | Entre 2% e 7% | 3 - 4 | ||
| Valorização | Tem como objetivo principal a apreciação do capital e como objetivo secundário a sua preservação. | 4 anos | Entre 2% e 15% | 4 - 5 | ||
| Valorização Agressiva | Tem como objetivo a apreciação do capital. | 5 anos | Inferior à de um fundo de ações | 5 - 6 | ||
| Por Opção de Investimento | 100% Obrigações | Investimento flexível, podendo ter como objetivo a preservação ou apreciação do capital, tendo por base uma carteira de obrigações. | 2 anos | Flexível | Sem restrições pré-determinadas | 1 - 3 | |
| 100% Ações | Tem como objetivo principal a apreciação do capital, tendo por base uma carteira de ações. | 5 anos | Equivalente à de um fundo de ações | 5 - 6 |
