G5 Partners carefully selects institutions of excellence to work with in both, the Brazilian as well as in the international markets, to safeguard the assets of its clients. Our investment process is as follows:
1. Investor Profile
In our investment approach, each client is unique. Determining the client’s investment profile constitutes the pillar of our wealth management process. As a first step, G5 Partners performs an in-depth evaluation of the investment goals, constraints and needs of each client.
Defining the customer profile
2. Asset Selection
G5 Partners leverages on its “open architecture” model. By adopting a policy of impartiality and free from conflict of interests, G5 Partners is able to offer a broad range of products from different institutions, prioritizing the risk profile and interests of each client.
To offer the best asset selections, we apply the following process:
- analysis of the existing portfolio;
- use of quantitative and qualitative tools to identify the proper asset classes;
- application of fundamental analysis’ tools for identifying specific assets for a new portfolio.
3. Performance Reports
Day-to-day monitoring enables proactive rebalancing of portfolios, whenever appropriate. The client has access to daily, monthly and bi-annual performance indicators, including of comparable benchmarks and risk parameters of their portfolios.
G5 Partners follows the best practices available for providing wealth management services. We follow the guidelines of a strict code of conduct and maintain confidentiality regarding the information pertaining to each client..
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