Investment Club Triestor
Integrated planning and
asset management, providing risk control and superior profitability.
The investment club is similar to a mutual fund, being regulated by the CVM Instruction 494, being managed by Triestor. However, there is a paramount difference: our investment club integrates asset allocation strategies with the individual’s financial planning, making our club a unique wealth building and investment structure.
The Triestor investment club started its activities in November 2021, aiming to provide professional asset management to individuals and families who do not have enough equity to have an exclusive portfolio, with the peace of mind of having a professional asset manager and a certified financial planner helping you to build wealth.
Rentabilidade passada não é garantia de rentabilidade futura.
How does Triestor Investment Club help me?
In a well-collected way, the investment club is not bounded to “come-cotas”, that is, it does not have an anticipated tax collection, being used by Triestor as an aid in the construction of estate. When each family accumulates enough patrimony, we can migrate to more personalized forms of investment, including international investment portfolios.