We provide access to global financial markets. Our platform is product-agnostic and has an open architecture, that allows personalized solutions for each risk profile and targets.
Through a rigorous process, our expert investment team selects the best strategies to make available for our clients. Within the selected strategies there are portfolios that address different risk profiles, investment horizons and tax optimization.
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We partner with select U.S. custodians, such that you will have your own personal account abroad featuring:
BNY Mellon | Pershing, Charles Schwab & Co., Inc, and Apex Fintech Solutions are our selected custodians. They are members of SIPC, which protects securities customers of its members up to US $500,000 (including $250,000 for claims for cash). In addition, many of our selected custodians hold excess coverage through commerical insurers. Explanatory literature available upon request or at sipc.org.
Learn moreCustodying assets in the U.S. may provide additional protection to investors residing in developing countries exhibiting economic, regulatory, or political instability.
Importantly, you always have control of your assets and you may open, monitor, or close your account at your discretion.
A fiduciary has a dual duty of care and loyalty to you, the client. It is legally obligated to operate with your best interests in mind. To put it simply, your interests must come before our service partners at all times.
We work diligently to align interests between clients, wealth consultants, and asset managers, through a range of controls that include but are not limited to:
Before starting any investment process it is important to understand why you are investing and what you intend to achieve. The reason for investing can vary — saving for retirement, financially protecting a loved one, or simply having some cash available for a rainy day.
After defining your investment objectives, it is important to determine your risk tolerance. This is a complex process that requires an understanding of your overall financial situation, which includes an assessment of your risk questionnaire.
The objective of this process is to assess your ability to weather the volatility of different market environments. Aligning your investments with your tolerance for market volatility may help you to stay invested, which we think is fundamental to achieving financial goals.
Once we have an understanding of your investment objectives and risk tolerance, the next step is to design an appropriate long-term strategy that can help you achieve your investment goals. Our global investment strategies may diversify exposure across six major asset classes: equity, fixed income sovereign, fixed income credit, commodities, foreign exchange, and real estate.
Financial research has shown that diversification increases risk-adjusted returns. Widening the scope of potential investments provides the opportunity to spread risk across different asset classes and geographies.
Altafid provides both customized and third-party multi-asset class strategies. The customized strategies rely on proprietary quantitative framework that aggregates and organizes information about expected risk and returns. Portfolios are then optimized to balance the trade-offs between expected risks and returns, diversification, costs, and other risk-management considerations.
Altafid wants you to be informed about your investments. We provide readily available statements, detailed holdings analyses, timely trading rationales, and frequent market commentaries.
You can access your information in person, by phone, or video by talking with your wealth consultant, or online through our mobile and web interfaces.
Whenever you need us, Altafid is here for you.
We built a powerful ecosystem that transforms the financial industry’s standards, eliminating intermediaries, putting clients first, and aligning incentives. At the core of the ecosystem lies Altafid’s platform, at the intersection of financial innovation and state-of-the-art technology, facilitating control over your financial life.
According to our fiduciary commitment, our model is oriented towards helping you maintain a larger amount of your wealth. Fees and commissions reduce returns over time, and that is why we have an only fee which is:
Simple
No surprises, no hidden charges. One fee that covers custody, trading, management, and advice.
Efficient
We remove intermediaries and cumbersome products that do not add tangible, measurable value to provide you with a cost structure typically only available to institutional clients.
Transparent
0.75% annually, based on total assets and charged quarterly.
Our fee includes your advisor and management fees, simplifying the investment process and enabling you to properly compare across options. Learn how to evaluate the cost of your investments.
Types of fees at some investment firms:
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