Our commitment at Matera RC is to provide a specialized service to meet the needs of an exclusive group of clients.
We thoroughly evaluate your individual demands and needs to develop tailored financial solutions, always aligned with the regulatory rules and standards in each country where we operate.
We propose the best investments for your financial goals. Gain access to proprietary funds and exclusive funds from other renowned asset managers in the country.
A Managed Portfolio offers a specialized resource management service, focused on the careful selection of assets. Designed for qualified individuals as professional investors, this portfolio is actively managed to achieve diversification, security, and profitability.
Through the Managed Portfolio, you gain access to all the experience and knowledge of Matera RC in the field of investments. A team of professionals and managers specialized in fixed-income assets meticulously formulates and adjusts investment strategies.
Most components of the Managed Portfolio consist of products that are exempt from Income Tax. However, a small portion of non-exempt assets is designated to cover the administration fee. Thus, the portfolio is composed of:
In addition to the specialized management service, the Managed Portfolio leverages highly regarded credit and legal analysis to carefully select the products that will be included in the portfolio.
When choosing to invest, funds are allocated through debit from a checking account or through the integration of assets, the latter being subject to prior approval from Matera RC.
CRI, CRA, LCI, LCA, Incentivized Debentures, among others.
Fixed-income investment funds.
The service of the Managed Portfolio from Matera RC has a minimum initial investment value of R$ 200,000.00 and is exclusive to professional investors.
The Portfolios have an administration fee that varies between 0.30% and 1.00% on the portfolio value, with no minimum fee, depending on how much each client has invested.
In the Managed Portfolio, there is no administration fee on securities issued by Matera RC or funds managed by companies of the Group. In other words, there is no fee on fees.
Matera RC offers active, specialized, and professional management for your investments, seeking security, solidity, and profitability. Invest in the Managed Portfolio and build a portfolio of products exempt from Income Tax and/or incentivized, benefiting from all the expertise and reputation of our Asset.
Invest with professionals with over 30 years of experience.
After registering your account on the site, your information will be sent to one of our investment specialists, who will start the analysis to determine the best investment portfolio for you.
Open your account and sign our contract 100% online and without any bureaucracy.
We learn about you and your goals through our channel, then our team develops a tailor-made investment portfolio.
The portfolio is constructed based on the initial alignment; from there, we will monitor and rebalance (if necessary) automatically.
We monitor over 18,000 investment funds to seek opportunities for the managed portfolio.
