Investments.

We develop customized investment strategies aligned with your life stage, long-term goals, and risk profile.

We operate with independence and an open-architecture model, providing access to exclusive products, global platforms, and alternative assets.

Investment Advisory

Through our partnership with BTG Pactual, we offer comprehensive investment advisory services with access to the best market solutions. Clients can choose between the traditional commission-based model or the fee-based model, which ensures full alignment of interests through a transparent and fixed compensation structure.

Our team provides independent curation, constantly seeking the best opportunities for your portfolio.

Advisory Mandates
(CVM Consulting)

We act as consultants authorized by the CVM (Brazilian Securities and Exchange Commission), offering unbiased investment consulting focused exclusively on the client’s best interests.

The advisory model provides access to multiple platforms, products, and custodians — both domestic and international — ensuring freedom, sophistication, and complete strategic alignment with your wealth vision.

Managed Portfolios

For clients seeking convenience and active technical management, we offer Managed Portfolio services. Through personalized mandates, asset allocation is carried out according to each client’s profile, goals, and restrictions — with discipline, constant monitoring, and a long-term perspective.

It is a robust and efficient model, where investment decisions are executed directly by our management team within previously agreed parameters.

International Investments

Altum provides direct access to international platforms and global assets.

We structure offshore vehicles, manage all legal, foreign exchange, and tax aspects, and offer exposure to opportunities across different currencies, geographies, and sectors.

This is ideal for families seeking asset protection, global diversification, and efficient succession planning with full international compliance.

Alternative Investments

We identify and structure opportunities in real assets, structured credit, private equity, venture capital, closed-end funds, and specialized operations.

We work with qualified partners, renowned managers, and exclusive opportunities — often beyond the traditional investor’s radar — to provide enhanced returns and portfolio diversification.