As an authorized Company by CMVM to provide Financial Investment Consulting Services, PRIVATE SCI is prepared to advise institutional Clients, with financial assets in their Balance Sheets, through a qualified team with expertise in several financial areas.
Private SCI
WHY WE ARE DIFERENT
Advising Financial Instruments tailored to each investor.
Follow-up of the Financial Instruments Portfolio through its own model.
Why us?
We assist our Clients in financial investment decisions, seeking to anticipate MARKET movements. We monitor all FINANCIAL INSTRUMENTS of a portfolio in an aggregated way, treating the information in order to present a broad view of the institution’s FINANCIAL PATRIMONY.
We have developed our own RISK ANALYSIS model of the portfolio, an essential tool 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, 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
