MM Private

As an authorized Company by CMVM to provide Financial Investment Consulting Services, MM PRIVATE is prepared to advise institutional Clients, with financial assets in their Balance Sheets, through a qualified team with expertise in several financial areas.

WHY WE ARE DIFERENT


Advising Financial Instruments tailored to each investor.
Follow-up of the Financial Instruments Portfolio through our own models.

 

Why us?

We assist Clients in financial investment decisions, seeking to anticipate MARKET movements.

We have developed our own RISK ANALYSIS model of the portfolio to better understand the global portfolio risk.

Partners

We have been establishing close relationships with some national and international financial institutions, always seeking to offer to our clients the BEST QUALITY SERVICES, associated with security and preservation of assets.


YOUR PARTNER TO FINANCIAL DECISION

INDEPENDENT ADVISORY, COMMITMENT, AND ACCURACY

Our services

Provision of financial advice and optimization of investments;

Monitoring of portfolios;

Asset allocation analysis, with the respective recommendations for improvements and changes;

Adequacy of portfolio to the investor’s pre-defined objectives, performance and risk level;

Aggregated, analysis and treatment of information regarding the investor’s portfolio;

Internal model of risk analysis.

To whom we may concern

  • International financial institutions

  • Asset managers

  • Real Estate Companies

  • Pension Funds

  • Foundations

  • Family Offices

  • Labor Unions

  • Investors

  • Managed accounts

  • Expats