We offer a wide range of investment options across all asset classes. All of our partners go through a rigorous selection process.
We work with the best insurance companies on the market to identify risks and protect what is most important to you. We carry out a detailed analysis of your needs to offer coverage that really makes a difference, identifying potential uninsured risks to ensure you are always protected.
In addition to our core services, we want to be a true ecosystem for our customers. Therefore, through trusted partners, we offer solutions in areas essential to your business, such as: auditing, actuarial, accounting, legal advice and expertise. We only work with renowned professionals who share the same principles of excellence and dedication to the client.
In the financial market, we have access to a world of opportunities, and our objective is to identify them, carefully selecting those that offer a balanced relationship between risk and return. We adopt a consultative approach, seeking to present traditional investments that align with our clients' portfolios, while helping to diversify the portfolio, bringing new risk possibilities.
However, it is not enough to analyze numbers. We maintain an attentive and judicious vision, subjecting all our partners to a rigorous due diligence process. We carefully evaluate your market and operational risk controls, framework, compliance practices and investment processes, ensuring a solid partnership aligned with our long-term focus.
We have a DNA of integrity and transparency, recognized by the market after decades of operation and building a solid reputation. Therefore, we carefully evaluate our partners to ensure they share the same principles and ethical standards that we follow. When presenting them to our clients, we have the necessary confidence and tranquility, as they are aligned with our values.
We are fully aware that markets are volatile, with periods of ups and downs, and that the performance of third-party resource management can naturally fluctuate throughout the cycle of a financial asset. Even so, Consepro is committed to continually monitoring our clients' investments, maintaining constant contact with managers and closely monitoring their processes and management teams.
Consepro AI is an investment advisory company duly registered with the Securities and Exchange Commission (“CVM”) to carry out its activities, and linked to the following contracting financial institutions: BTG Pactual Serviços Financeiros S.A. (Ombudsman 0800-722-0048) and BEM Distribuidora de Títulos e Valores Mobiliários Ltda (Ombudsman 0800 727 9933) complied with the applicable legislation in force and, contributing, CVM Resolution No. 178, of February 14, 2023 and the Code of Professional Conduct of Autonomous Investment Agents published by the National Association of Brokers and Distributors of Securities, Exchange and Commodities – ANCORD.
Consepro AI is exclusively dedicated to distributing investment fund shares, in accordance with current legislation, without managing the assets that make up the portfolio of the funds they distribute. This responsibility is the responsibility of the managers with whom Consepro AI maintains commercial relationships.
This website only offers institutional information about Consepro AI and its content should not be interpreted as an offer of securities, either in Brazil or abroad.
Consepro AI is committed to respecting and protecting the confidentiality of transactions, data and information of its customers and other interested parties, guaranteeing the integrity and confidentiality of the information accessed.
Consepro AI is not associated with any financial group.
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