Invest with our disruptive innovation approach!
Starting in 2022, we decided to allocate a large portion of our portfolio to leading companies and innovation enablers, to help you achieve your long-term financial goals.
Investment strategies
Conservate Value
Moderate Value
High Value
Ultra Conservate Value
Our investment strategy focuses on companies with projectable fundamental value, especially those that have demonstrated a solid track record of more than 20 years in the capital markets.
In order to minimize medium-term volatility, we combine these investments with low exposure to disruptive innovation companies or those with high long-term fundamental value.
This strategy is designed for conservative investors with an investment horizon of at least 2 years and low to moderate risk tolerance.
Our investment strategy aims to provide moderate exposure to disruptive innovation through companies with projectable fundamental value in order to minimize volatility in exchange for slightly lower returns.
We focus on companies that focus on areas such as artificial intelligence, robotics, energy storage and DNA sequencing, and combine them with companies that have more predictable and stable revenues to achieve a balance in the portfolio.
This strategy is designed for moderate investors with an investment horizon of at least 5 years and a medium risk tolerance.
Our investment strategy focuses on providing broad exposure to disruptive innovation and companies with high fundamental value.
We focus on areas of innovation such as artificial intelligence, robotics, energy storage, DNA sequencing and blockchain technology, which will transform industries and create significant growth in the future.
If you are looking for a bold investment with an investment horizon of at least 5 years and a high risk tolerance, this strategy may be for you.
If you are looking for a more stable investment option with lower volatility, we have a fixed income strategy that includes corporate bonds, sovereign debt and dividend funds.
This strategy is designed for investors who seek modest returns and want to minimize risk.
We also combine these funds with others that buy U.S. treasury debt as well as developing country debt to further diversify your portfolio and reduce risk. If you would like to explore this investment option, contact us for more information.
With Us you can open your account in an agile and 100% digital way.
We work with the best brokers, to give you a quality service.
BROKERS: They are companies registered in SEC and develop platforms that we use to buy and sell financial assets and other operations.
Get to know the brokers we work with
In USA
Interactive Brokers is the best broker for small investors. It has 1.7 million customers, as it has the best commissions and excellent investment platforms. It is listed on NASDAQ and the company's valuation exceeds 25 billion.
IBKR website ➝
Pershing is a broker for mid-size investors who want a better quality of service. It became a subsidiary of Bank of New York Mellon. It has almost 1.9 trillion dollars under management.
Pershing website ➝
Stonex is a broker for small and medium sized investors. They specialize in trading in the commodities and currencies futures market as well as in the physical market, listed on NASDAQ and the company's valuation is around 2 billion dollars.
StoneX website ➝