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Exclusive Funds
We understand your moment in life, your risk profile and your goals.
From this perspective, we structure personalized investment funds for each individual or family in order to achieve tax optimization, efficiency in family succession and perpetuity.
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Managed Portfolios
A tailored portfolio.
We prepare individual or economic group investment portfolios taking into account aspects such as diversification of products and asset classes, risk profile, liquidity and objectives.
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Global Portfolios
Through a team focused on the foreign market, we provide investment solutions abroad, understanding the benefits of diversification, linked to the security of strategic partners.
04
Fiduciary Services
We work in the creation, supervision, implementation and assistance of consistent wealth and succession planning.
Present at all stages in structuring the best model that meets the family's needs, whether in Brazil or abroad.
Wealth Management
Present at every stage of your life
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Subsequently, we consolidate the data in order to clearly present the proposed plan and adjust the model in a Tailor Made way, that is, tailoring, so that the client is comfortable and confident with the planning.
04
We outline the demands for presentations, reports or any type of periodic data, making the entire Köli team available to the client, so that the best opportunities are on the table.
02
In possession of this information, we outline the best structure that meets the proposed demands, searching the market, in a qualitative and quantitative way, to capture the best opportunities according to the risk & return profile outlined.
01
In a Tailor Made way, that is, with what we call tailoring, we jointly understand your short, medium and long-term goals and objectives, as well as mapping projects and the current situation in which you find yourself.
Investment Process
