We are the largest independent portfolio manager operating in Portugal and we provide services to private and institutional, national and international clients. We do not have a distribution network and we never advertise in the media. Our growth has been exclusively based on client referrals.
We invest worldwide, diversifying across all asset classes: equities, bonds, commodities, real estate, and alternatives. We allocate funds to these classes dynamically, optimizing the risk/return tradeoff with the utmost concern for capital preservation. We do not grant credit, not even for the purchase of financial assets.
We are specialized in portfolio management, an area in which we hold vast experience. Our interests are perfectly aligned with our clients’ because both the partners and the company itself invest in the same portfolios and funds. Since we are the company’s partners, we have a long term commitment to our clients.