Portfolio management is closely tied to your life goals.
We start from a global view of your assets, and we arrive at an integrated, personalized and exclusive management of your investments.
For this, AQVA walks by your side to always present and develop efficient strategies and action plans that generate positive results in your financial asset life in general.
Definition of investment vehicles
As important as deciding what it is to invest is how to invest. You decide where you want to go, we offer the best vehicle.
Foreign Investment Planning
We plan and coordinate the elaboration of the correct structure abroad for financial investments, acquisition of real estate and other assets, aiming at asset protection, efficiency gains in resource management and tax minimization.
Customized investment strategies
Investment strategies are always reflections of your goals and lifestyle, always in line with what makes the most sense for you.
The Risks outlined in your investment strategy will always be balanced with your appetite and resilience to market variations and business nature.
Diversifying will always be a great strategy, well-known in the world of investments and business, and, obviously, on the radars and the looks are attentive at all times.
Income distribution strategy
We think of long life of 100 years. Considering our clients’ lifestyle and purpose and based on guidelines established by these people, we build together with the investing family, a specific investment policy that will meet income targets for each member in such a way as to satisfy the needs and wishes up ahead.
Investment consolidation reports
Delivering reports regularly gives us the assurance that everything is done in the open. Always walking with you.
In addition to presenting the results of our work and the evolution of your portfolio, at each meeting we demonstrate that our investment philosophy works.
Family financial education
Consultants assess different market scenarios and financial risks in different projects. In this way, it becomes possible to ensure the maintenance or equity growth of families.
We have an exclusive area of research that, through an academic vision, connects the market vision to economics as a science.
The result of this is to give you a much more complete interpretation of each and every scenario evaluated.
Interested in our services?
Interested in increasing your assets, diversifying your assets in a personalized way and having a team specialized in management to assist you? Click the button on the right to contact us directly and be part of our legacy of satisfied and loyal clients, with wealth well managed by one of the best multi-family office in the country.