Lifetime asset management

Lifetime Asset Management is an independent asset management firm that operates within the Lifetime conglomerate and acts as a preposto for Banco BTG Pactual S/A. The company positions itself as a family office offering comprehensive solutions for wealth management and asset planning for groups of families. They utilize private banking platforms and employ recognized market professionals to provide expert advice and manage assets with a focus on solvency and security.

The firm has been operating in the market since 2011 and highlights 15 years of experience in generating value for clients. It describes its operational model as 'One Stop Shop' to provide all necessary solutions for a client's patrimony in a single location. The company emphasizes tracking the client's journey and participating in their achievements as a core motivation for its team.

Lifetime Asset Management offers several specific open funds, including Fênix, FIF RF (Subclasse A and B), STRATEGIC EQUITY ALLOCATION FC FIF MULT, SUMAUMA LONG BIASED FC FIF MULT, SUMAUMA TOP5 MASTER FIF AÇÕES, and TITANIUM HIGH YIELD FIF RF. These funds target different strategies such as capital gains through interest rate and currency markets, or returns in fixed assets with risks of interest rates and price indices.

According to the company's website, the primary target audience for their services includes clients of Lifetime classified as general investors. They also specifically position themselves to serve groups of families with a focus on wealth management and asset planning needs. The firm states that their platform is open and independent, allowing access to products with performance above the market average.

The Trustburn rating for Lifetime Asset Management is 4 out of 5 stars based on 9 reviews. The rating distribution includes five 5-star reviews, four 4-star reviews, and zero 3-star reviews, with no 1 or 2-star ratings recorded. All reviews were posted between December 2022 and September 2023.

Reviewers frequently praise the team's knowledge, professionalism, and the expert advice provided for managing assets. Many customers highlight the peace of mind gained through tailored financial planning and the ability to secure financial goals. The consistent theme across positive feedback is the high level of service and reliability demonstrated by the staff.

The firm differentiates itself by claiming to offer access to products with performance above the market average. They emphasize a close relationship model that allows them to deeply understand family needs and objectives. The company also highlights its status as an independent resource manager within the Lifetime conglomerate.

The firm operates as part of the Lifetime conglomerate, which includes entities like Lifetime Assessoras de Investimento Ltda and Lifetime Gestora de Recursos. The group is composed of several independent companies that exercise activities under their own regulatory regimes. The website lists multiple CNPJ numbers for the different entities within the group structure.

The business explicitly states that its information has a merely informative character and does not constitute an investment recommendation or an offer to buy or sell financial assets. They advise investors to evaluate risks, objectives, and their profile before investing. The firm also notes that past profitability does not guarantee future profitability.

The firm offers a range of funds that admit strategies with risks of interest rates and price indices, such as the FIF RF subclasses. Some funds allow investing more than 20% in medium and high-risk credit. The Fênix fund specifically mentions operations in interest rates, currency, actions, commodities, and debt, including derivatives.

The website mentions that the firm has been generating value for 15 years and operates with a focus on creating a partnership for life. They emphasize the importance of knowing the client's needs and objectives deeply to provide appropriate solutions. The company also highlights its commitment to solvency, security, credibility, and expertise in the financial market.