Managed Portfolios

Investment Universe

1618 Investimentos operates in an open architecture universe, offering clients a privileged access to the selection of the best available investment instrument and investment vehicle.

Financial Instruments

  • Money market instrument
    – LCA LCI CRI CRA CDB –
  • Bonds
  • Equities
  • Structured Products
  • Investment Funds
  • Commodities

Investment vehicle

  • Managed portfolios
  • Fundos Exclusivos
  • Retirement Vehicle
  • Other Holding structure

Discretionary mandate

1618 Investimentos offers a broad range of dedicated discretionary portfolios.

The assets being held with the Bank of your choice.

We define together your investment strategy, risk tolerance and capital needs. This constitutes the basis on which we construct a dedicated asset allocation for your portfolio.

Management & Control

Investing is an ongoing process involving a regular follow up of your portfolio.

Our objective is to ensure that the risk return characteristics are maintained over time and that all relevant modifications are actively managed.

Any change in your risk profile, liquidity needs or rebalancing operations are taken into consideration.