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Selected Custodian Banks

Based on your needs, we select among industry-leading custodians to safeguard your assets.

BNY Mellon | Pershing

$2.3 Trillion

Assets Under Management

#1

U.S. Clearing Firm

SIPC© Coverage

Securities in your account protected up to $500,000

A clearing and custody services provider with over 80 years of history serving many of the world’s most respected financial firms. BNY follows the strictest regulatory standards along with best practices that make it one of the most trusted banks worldwide.

Charles Schwab & Co., Inc

$3+ Trillion

Assets Under Management

#1

U.S. Custodian for Independent U.S. Advisors

SIPC© Coverage

Securities in your account protected up to $500,000

A multinational financial services company specializing in clearing and custody services. With over 50 years of history, it is renowned for its high-level technology and for adhering to the strictest standards designed to keep client assets safe.

Apex Fintech Solutions

$100 Billion

Assets Under Custody

#1

EY Entrepreneur of the Year 2021

SIPC© Coverage

Securities in your account protected up to $500,000

A clearing and custody services provider founded in 2012. Deeply grounded in technology, its enterprise-grade platform has been quickly recognized by the financial industry, winning multiple awards for innovation and quality of service.

Altafid Parter Asset Manager

Selected Asset Managers

Our platform allows our clients access to a wide variety of investment strategies developed by leading asset managers around the world. These managers include, but are not limited to, the following:

BlackRock

It manages $10 trillion in assets, aiming to accommodate every investor. Their models are designed to seek investment returns throughout the whole spectrum of risk objectives.

StateStreet

It manages $3.2 trillion in assets, offering a wide range of investment strategies, including strategic asset allocation, tax-sensitive, and income oriented portfolios.

JPMorgan

Manages $2.7 trillion in assets, and offers a depth and breadth of investment capabilities covering all asset classes that broadens your choice for diversifying your portfolio, enabling asset allocation decisions to meet investment objectives.

Franklin

It manages $1.4 trillion in assets from core-allocation models that seek to maximize returns to income strategy models that seek to produce a steady stream of income.

Syntax-ETF

It manages $200 million in assets. Its strategies are rules-based and aim to provide diversified risk exposure to all constituents of the indices, rather than just the largest.

Dimensional

It manages $ 659 billion in assets. Founded in 1981, Dimensional Fund Advisors has a long history of applying academic research to practical investing, offering a full range of equity and fixed income strategies.

Partners Altafid

Partners

Altafid’s technology partner is Aaxis Digital, a firm specializing in building complex digital solutions globally.

AAXIS Digital

AAXIS Digital is a technology services firm that has vast experience in building and deploying eCommerce, digital, and marketplace solutions for companies in North America, Asia, and Latin America.

AAXIS Group Corporation was founded in 1999, by Asad Durrani and Amir Zafar. It specializes in solutions for B2B organizations.

 Santiago, Chile
Rosario Norte 555, oficina 1604,
Las Condes
This property and any marketing on the property are provided by Altafid and their affiliates.
Brokerage services for our clients can be provided by Charles Schwab & Co., Inc. , Apex Clearing Corporation and Pershing LLC, each a SEC-registered broker-dealer and member of FINRA/SIPC. These broker-dealers are not affiliated with Altafid or its affiliates.
Please consider your objectives before investing. A diversified portfolio does not ensure a profit or protect against a loss. Past performance does not guarantee future results. Investment outcomes, simulations, and projections are forward-looking statements and hypothetical in nature. Any information provided prior to opening an advisory account is on the basis that it will not constitute investment advice and that we are not a fiduciary to any person by reason of providing such information.
Any descriptions involving investment process, portfolio construction or characteristics, investment strategies, research methodology or analysis, statistical analysis, goals, risk management are preliminary, provided for illustration purposes only, and are not complete and will not apply in all situations. The content herein may be changed at any time in our discretion. Performance targets or objectives should not be relied upon as an indication of actual or projected future performance.
Investment products and investments in securities are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY A BANK • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities including possible loss of the principal amount invested. Before investing, consider your investment objectives and our fees and expenses. Our internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide tax advice, nor financial planning with respect to every aspect of a client’s financial situation, and do not incorporate specific investments that clients hold elsewhere. Prospective and current clients should consult their own tax and legal advisers and financial planners.
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