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Management of third-party portfolios - Professional Asset Management

 

Professional Asset Management (GPA) is the legal vehicle that enables stockbrokers, to perform the complete management of money and investment securities, through delegation.

It is governed by a contract between the parties, which sets the conditions in which SERFINCO can execute the respective resource management, in order to achieve the desired goals.

Clients with portfolios designed to meet different objectives who have trusted us:

  • Foundations

  • Mutual Funds

  • Religious Communities

  • Educational Institutions

  • Family Wealth

  • Universities