Clients

All investors seeking an independent advisor.

Individuals

looking for an independent approach to managing their savings and investments, perceiving the need for a personalized investment policy and wishing to retain control over their assets.

Professionals

such as financial consultants, seeking to complement their services with more active approaches, or consultants, lawyers, and accountants aiming to expand the range of services offered.

Institutionals

in search of experienced market advisors to assist with asset allocation and stock picking, and desiring to enhance their offerings and diversify the entrusted wealth with delegated managers and advisors.

Why turn to an independent financial advisor?

To access professional services that assist in finding the best wealth management solutions, without any influence from product providers.

For a flexible wealth management approach, personalized based on individual goals and risk profiling.

For greater transparency and sharing of asset allocation within the portfolio advisory scope.

Why an advisor with market experience?

Because strategic and dynamic asset allocation management is a key factor in determining portfolio results.

Because analyzing complex structured instruments requires high technical skills and judgment capabilities in evaluating underlying assumptions.

Why a quantitative approach? What are the advantages?

Strategies can be empirically tested over time (back-test) to understand their behavior and variability.

Adoption of investment processes characterized by rigor and discipline, more effective in supporting decision-making during market stress conditions.

Synthesis of risks in multi-manager portfolios.

What models do you use, and for what purposes?

Seeking (micro)opportunities within the financial market (screening).

Measuring returns and risks of 'naïve' portfolios and 'mechanical' investment strategies.

Verifying the strength of expected relationships (impact of key drivers).

Econometric models for asset allocation.

How do you implement the models?

We weigh model outputs, validated by historical backtests.

Governing discretionary evaluations within rigorous processes, based on quantitative information.