Founded in 2012, Plural Advisors offers a complete platform of financial products and services for individuals, companies and institutional investors. Plural Advisors is part of the Plural Group and thus has all the operational support of one of the fastest and most reliable technological structures in the industry, as well as teams dedicated to research and analysis of stocks and macroeconomics.
We provide personalized advice and wealth management for individuals, families, companies, family offices and asset managers.
With open architecture and first-class custody from Interactive Brokers and Pershing, we are able to offer a wide range of traditional and alternative solutions, including portfolio allocation that takes into account different risk profiles and objectives.
Plural Advisors is a company registered by state securities regulators in Florida and New York, with its headquarters in Miami.
We provide a variety of services related to overseas investments, including financial planning, portfolio management and investment advice. We also offer a platform for professional partners to manage overseas investments on behalf of their clients, either directly, indirectly through our team, or on an outsourced basis by selecting other investment managers.
Plural Advisors has a fiduciary duty to act in the best interests of its clients. Our team always looks for the best opportunities and solutions that put the client first.
Institutional partners with research and financial services coverage all over the world: Brazil, Mexico, Portugal, Spain, Italy, Switzerland, United Kingdom, Eastern Europe, Scandinavia, Middle East, North Africa, India, Southeast Asia and Hong Kong;
The purpose of suitability is to identify the client's risk profile and objectives, understand their needs and map out the next steps:
Once we have quantitative and qualitative inputs from the Intelligent Suitability Process, and have mapped out the client's risk profile and investment philosophy objectives/preferences, we can generate an allocation proposal for the client. For Private clients, we include the possibility of alternatives and if you already have a portfolio abroad, we will carry out a preliminary assessment.
In addition to the traditional monitoring tools for tracking the behavior of portfolios in the face of market movements (and possible hedging measures if necessary), there are rebalancing rules and preference reviews for Modelo Varejo and Varejo Alta Renda clients, and more flexible rules for Private clients.
Carried out by the Investment Committee, rebalancing evaluates performance in specific time windows, prospective scenarios, defines adjustments to positions and determines the change of assets, if necessary, for portfolios that are within the same scope of objectives and aimed at maintaining the risk framework.
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Brasil Plural Investment Advisors LLC (Plural Advisors or BPIA) is registered with the New York and Florida Bureaus of Financial Regulation. All information contained herein is for informational purposes only and is not designed to solicit clients or provide investment recommendations or services. The content provided offers general information only and should not be interpreted without obtaining and obtaining specific advice from a licensed professional in relation to the user's own situation and concerns. BPIA does not reproduce financial planning or advisory services on this website. The material contained herein is for informational purposes only and does not constitute a fair representation of the investments contained herein to any person. BPIA does not serve as an attorney or liaison, and no part of this website should be construed as legal or accounting advice. Different types of investments involve a variety of risks and cannot be subject to assuring future profitable performance or equal historical performance for any particular investment strategy or investment. BPIA is committed to protecting your privacy. We will not collect any personally identifiable information without your consent. Your personal information will not be sold or shared with unaffiliated third parties except as necessary to disclose information to process transactions or when required by law.
