An investment advisor acts as an intermediary between financial institutions and the client's investments.
At Autem we help you:
The main activities that a financial adviser does are:
There is a huge conflict of interest in financial institutions. Most of the times the incentives between banks and clients are not aligned, which means that they do not always look for the best financial equation for your assets.
Trusting an independent advisor gives you the following benefits:
We know that investing from scratch can be overwhelming, but don't worry about that, you're here and we'd love to advise you.
The most common asset classes are:
These types of investments are for investors looking for ways to increase their returns and manage their portfolio risk.
These funds or operating assets are investment vehicles that acquire, manage, and monetize portfolios of private companies or other assets, such as debt or real estate, that are not widely available to the public and have no correlation to stock markets.
Over the past 5, 10, and 20 years, private mutual funds have outperformed stock indices by nearly 5% annually.
At Autem we look for private projects that are not available on the market, with special care in terms of risks and guarantee schemes.
At Autem, we charge a fixed annual fee between 0.50% and 1.20% of the account value without any type of success fee.
We love working with people who have an entrepreneurial spirit. We have had the privilege of working with extraordinary, highly motivated people who see us as peers and subject matter experts.
We have worked with multigenerational families, high-level executives, entrepreneurs, institutions, and charities.
Our clients demand honesty from us and an alternative to the status quo. But above all, we know that if you are looking to have an ally to grow your wealth, we are the best option for you!
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