About Sp capital - gestão de patrimônio
SP Capital - Gestão de Patrimônio: Helping Clients Perpetuate and Transmit Their Legacy
SP Capital - Gestão de Patrimônio (SPCAP) is a company of independent investment agents founded by a group of Private Banking executives with the goal of helping clients perpetuate and transmit their legacy. With over 20 years of experience in the financial market, certification titles, and work in renowned financial institutions, SPCAP is accredited to XP Investimentos, which has the largest and most comprehensive investment platform on the market with all assets and managers in one place.
At SPCAP, we understand that wealth management is not just about making money but also about preserving it for future generations. Our team of experienced professionals works closely with clients to develop personalized investment strategies that align with their goals and values. We believe that every client deserves individual attention, so we take time to understand their unique needs before recommending any investments.
Our services include portfolio management, financial planning, tax planning, estate planning, risk management, retirement planning among others. We offer our clients access to a wide range of investment products such as stocks & bonds; mutual funds; ETFs; alternative investments like private equity funds or hedge funds; structured products like certificates of deposit or notes linked to indices or commodities.
We are committed to providing our clients with transparent information about fees charged for our services. Our fee structure is based on a percentage of assets under management (AUM), which means that we only make money when our clients make money.
At SPCAP we believe in continuous education for both ourselves and our clients. We regularly host seminars on various topics related to finance such as investing basics or advanced strategies for managing wealth effectively.
We pride ourselves on being an independent firm free from conflicts of interest because we do not receive commissions from any third-party providers nor do we have any proprietary products. This allows us always to put our client's interests first.
In conclusion, SPCAP is a company of independent investment agents that helps clients perpetuate and transmit their legacy. With over 20 years of experience in the financial market, certification titles, and work in renowned financial institutions, we are accredited to XP Investimentos which has the largest and most comprehensive investment platform on the market with all assets and managers in one place. Our team of experienced professionals works closely with clients to develop personalized investment strategies that align with their goals and values. We offer our clients access to a wide range of investment products such as stocks & bonds; mutual funds; ETFs; alternative investments like private equity funds or hedge funds; structured products like certificates of deposit or notes linked to indices or commodities. We pride ourselves on being an independent firm free from conflicts of interest because we do not receive commissions from any third-party providers nor do we have any proprietary products.