“A goal without a plan is just a wish”

– Antoine de Saint-Exupéry

We deliver specialized investment advisory services, as well as financial analysis. We focus on satisfying your needs, offering personalized solutions for both institutional clients and private clients, through independent and strategic guidance.

Absolute focus on the customer

The customer is at the center of everything we do. We constantly seek their satisfaction, with the aim of establishing long-lasting relationships

Specialized solutions

We develop “tailor-made” solutions to address the complex and specific requirements that each challenge presents

Cost and risk reduction

We look to reduce costs and mitigate risks structurally for our clients

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Institutional investors and corporates

Outsourced CIO: Outsourced Chief Investment Officer

Outsourced CIO: Outsourced Chief Investment Officer

Your partner to navigate risks and achieve the financial goals of your institution
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Research on demand

Research on demand

Optimal investment decisions require specialized financial analysis
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SPO: Second Party Opinion

SPO: Second Party Opinion

Independent and substantiated opinion regarding the financial instruments from a portfolio
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Private investors

Investment porfolios

Investment portfolios

Less commisions, better profitability
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Financial Planning

Financial Planning

Start building your financial future today
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Portfolio Auditing

Portfolio Auditing

We evaluate, independently, the risks from your investment portfolio
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PPR SGF Doutor Finanças

PPR SGF Doutor Finanças

Retirement Savings Plan powered by Dolat Capital
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Insights

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