Advisory Mandates

As an independent investment adviser, we stablish a partnership with the client and provide strategy recommendations and effective solutions that reflect the dynamics of a client’s specific situation.

Advised assets represent non-managed assets that receive strategy-based services, while retaining the client’s authority to make final decisions

Discretionary Mandates

This is our solution for clients wishing to entrust the management of their assets. We try to build the safest, yet profitable, portfolios and specialized models we could ever deliver for each of our client’s risk profile.

Our strategies are actively managed and driven by a systematic model with emphasis on capital preservation over multiple market cycles. An optimal asset allocation is the key factor when tracking results and an effort on alpha generation.

Our Approach

Using data analysis from the markets, we can determine the price behaviour of assets and technical risks to develop an essential portfolio architecture.

We first develop an investment hypothesis of current assets band economic fundamentals by analyzing two key market movers: Growth and inflation expectancies.These factors are determined by systematically identifying trends and integrating proprietary indicators.

The combination of both metrics will help us determine when and how much risk should be allocated into different assets that have high conviction and probability of appreciation according to present economic cycles. We call this: Smart Allocation

Once risk has been determined and allocated, we proceed with the portfolio’s implementation using our technical indicators. These indicators are used to develop a method which helps us identify different opportunity signals (or threats) in the markets.

Trend signals and Momentum metrics are two essential factors we consider for portfolio implementation.