Services We Provide
Asset Search
We identify equities and bonds that are trading at attractive entry prices.
Acquisition
We execute the acquisition of selected assets.
Rebalance
We periodically rebalance portfolios to maintain risk and return objectives.
Ongoing Engagement
When performance is favorable, clients may choose to continue with our asset management services.
Asset Management through Interactive Brokers
We invest in equity of publicly traded companies that we believe are undervalued relative to their intrinsic value. We also allocate capital to sovereign debt.
Our approach is defined by disciplined risk management, targeting medium, risk-adjusted returns.
All investments are executed via the Interactive Brokers API. We do not take custody of client assets; funds and securities remain fully held in the client’s account at all times.
Our investment horizon ranges from two to five years.