We empower our clients to achieve their financial objectives
Dolat Capital, Empresa de Investimento, S.A. regulated by CMVM (Record nr 368)
Our clients’ interests are our priority. We provide our services with the utmost integrity and transparency, refusing to engage in conflicts of interest. We focus on developing specialized and efficient solutions for professional and private investors.
Specialized solutions
Count on our experienced and dedicated investment and financial analysis team. We work with institutional and private clients, offering “tailor-made” solutions to meet the complex and specific needs of each challenge. We are committed to delivering the best results, leveraging our specialized knowledge and focused approach.
Absolute focus on the customer
We share your interests and goals, recognizing that our success is intrinsically linked to yours. We operate with integrity, transparency and avoid conflicts of interest, remaining fully committed to your business. Placing the customer at the center of everything we do, we constantly seek their satisfaction, aiming to establish lasting relationships.
Cost and risk reduction
We are pioneers in Portugal in the indexed investment management methodology that has been proven to allow for a structural reduction in costs. Through a “buy, hold and adjust” portfolio model, we minimize underlying risks and provide an efficient operation for our clients.
We deliver specialized investment consultancy 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.
Our services
Institutional investors and corporates
Outsourced CIO: Outsourced Chief Investment Officer
Outsourced CIO: Outsourced Chief Investment Officer
Research on demand
SPO: Second Party Opinion
SPO: Second Party Opinion
Private investors
Investment portfolios
Financial Planning
Portfolio Auditing
PPR SGF Doutor Finanças
Client Feedback
Dolat offers an exceptional financial research service, with a highly qualified team and a personalized service. Customer support is extremely efficient, in an increasingly demanding context where time is a crucial factor. I am very pleased to work with Dolat.
Dolat has been a fundamental partner for the profitability we have been able to achieve with the investment strategy defined. The support they give us in operational matters results in greater efficiency and allows us to free ourselves for other tasks and projects that are the essence of this institution. Dolat is synonymous with professionalism, trust and effectiveness.
Dolat played an essential role in the organization of my portfolio, allowing me to identify opportunities and maximize gains. I recommend the teams’ services to all of those who are seeking to develop a well-defined strategy for their investments.
Since the first presentation I attended regarding Dolat’s services, I was captivated by the simple, clear and professional explanation. Regular contact and permanent monitoring contribute to the credibility and the trust I feel in this partnership we established.
I reached out to Dolat to do my long-term financial planning and the service I found leaves me completely satisfied – both for the results, the consistency of service and the attentiveness of their people. It is a great partner to plan your financial future in a sustained way.
Tenho conhecimento dos serviços da Dolat tem algum tempo, mas o ano passado decidi que precisava de rever os meus investimentos de curto médio e longo prazo. Assim e após uma análise dos meus objetivos e risco que queria estar exposto, foi-me proposto um conjunto de soluções para o curto e para longo prazo. O acompanhamento tem sido equilibrado, o que para mim faz sentido. Tenho acesso online de tudo o que é feito e trimestralmente uma reunião para analisar o comportamento das minhas carteiras. Estou confiante na equipa e os resultados, retornos e custos associados estão de acordo com as expetativas apresentadas
The service is excellent. They presented me with several solutions to diversify/adjust my investment portfolio. It is a highly professional service, with great knowledge of the markets and where they are always available to clarify my doubts. I am very satisfied and at ease with the way my investments are being advised.
I reached out to Dolat to do my long-term financial planning and the service I found leaves me completely satisfied – both for the results, the consistency of service and the attentiveness of their people. It is a great partner to plan your financial future in a sustained way