Advisory Mandates

Your History, Your Wealth, Your Future.

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Regular interest target

  • Investor Risk Profile: Low
  • Preservation of capital
  • Low levels of risk
  • Recommended time horizon: 3-5 years
  • Negotiation and Reduction of all costs of banking and financing services


Capital preservation and long-term growth.

  • Investor Risk Profile: Medium
  • Regular interest and moderate capital gains
  • Asset fluctuation and risk level average
  • Recommended time horizon: 5-8 years
  • Negotiation and Reduction of all costs of banking and financing services


Long-term capital growth.

  • Investor Risk Profile: Medium-High
  • Regular interest and capital gains
  • Asset fluctuation growth and medium to high risk level
  • Recommended time horizon: 8-12 years old
  • Negotiation and Reduction of all costs of banking and financing services


Long-term capital growth.

  • Investor Risk Profile: High
  • Greater asset fluctuation and high level of risk
  • Recommended time horizon: 12+ years
  • Negotiation and Reduction of all costs of banking and financing services


Short- and medium-term capital growth.

  • Investor Risk Profile: Very High
  • Customized solutions and investments
  • Use of derivative instruments and alternative investments
  • Recommended time horizon: 1-3 years
  • Negotiation and Reduction of all costs of banking and financing services
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