Discretionary Asset Management
Protect what’s yours, for generations to come
At Orea Capital, we're more than just financial advisors—we're partners dedicated to safeguarding your legacy and freeing your time to focus on what truly matters in life
Discretionary management is the ideal solution for clients who are lacking the time and are looking to delegate the management of their assets.
Our advisors can help you define your goals, identify your risk profile and we will manage your portfolio within the scope of your objectives in shares, bonds, ETF and sometimes mutual funds.
Guided by expertise
At Orea Capital, we chart a unique investment journey guided by expertise. Our award-winning portfolio managers meticulously analyze financial markets using our proprietary research platform and top-tier external research. This diligent process informs our investment decisions, ensuring your portfolio is carefully curated with the right stocks and bonds.
A journey where you’re in control
Your peace of mind is paramount to us. With Orea Capital, you'll stay fully informed about your portfolio's status. Access specific data on bonds and stocks anytime, and track investment details through our user-friendly online platform, quarterly reports, and informative sessions. Plus, our dedicated relationship managers are always available to address your inquiries and concerns.
A long-term vision
Volatility is inherent in investing, but so is opportunity. At Orea Capital, we embrace this reality, emphasizing a disciplined and consistent strategy for long-term growth. Our 'high conviction' approach prioritizes targeted positions over superficial diversification, ensuring your wealth endures across generations. With Orea Capital, your legacy is safeguarded, empowering you to focus on what truly matters in life.
A transparent, client-centric philosophy
At Orea Capital, transparency is non-negotiable – we operate without hidden fees, so you know exactly what you’re paying for any why.
Throughout your investment journey, we prioritize your financial well-being, not product sales. Transparency and clarity define our investment strategy, as we steer clear of commissions and complex products like hedge funds, derivatives or structured products in our portfolios. Instead, we focus on direct investments in stocks and bonds, strategically utilizing trackers (ETFs). This ensures a transparent and straightforward approach tailored to your unique needs.
Doing for us, what we do for you
At Orea Capital, we believe in practicing what we preach when it comes to asset management. We apply the same strategies to our own capital as we do to yours, showcasing our sincere dedication to our approach. We invest alongside you, guided by sound judgment and a shared commitment to success.
Get to know us
Stop by one of our offices, or better yet, let us come to you. We offer an initial consultation free of obligation, where you can get to know us and ask us all your questions, helping you determine if we're the right fit for you.
