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.
Advising Financial Instruments tailored to each investor.
Follow-up of the Financial Instruments Portfolio through our own models.
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.
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
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.
International financial institutions
Real Estate Companies