Financial Portfolio Management and Advisory Services

Portfolio management and advisory services

We design financial portfolios tailored to each client and adapted to their time and profitability objectives according to their risk profile.

  • 01. Open and independent architecture

    We analyze and select the best national and international funds.
    The entire asset universe is eligible.
    The client always has the best possible asset. Quality as a premise.

    Cost Efficiency – the cheapest existing fund classes are always subscribed. A universe of more than 2,500 funds and more than 100 fund managers is analyzed annually.

  • 02. Maximum Solvency

    Talenta does not use its own accounts. Solvency guaranteed by the banks selected as depositories. Cost savings. We negotiate the best conditions for our clients.

  • 03. Maximum Transparency

    Every month, all clients receive detailed information on their financial portfolio:
    Profitability evolution.
    Financial portfolio detail.
    Concentration by asset, geographic and sector.
    Detail of operations and expenses.
    Performance Attribution.