Wealth Management

"We know our clients and we ensure they meet their goals, which is why at Sartor Wealth Management we focus on providing the best investment alternatives on the market, offering expert advice and managing a portfolio that meets our clients’ individual needs."

Rodrigo Bustamante – Chief Executive Officer Wealth Management

Construction and management of tailor-made portfolios

Our team provides expert investment management advice, with access to the best financial products and operating with local and international brokerages.

Assets Under Management
US$170
millions
+650 Clients
International and local
 
10 Strategic Alliances

 

Contact us

 

 
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Our Model: Open Architecture

We follow a business model designed to generate value for our clients, prioritizing independence and transparency in each of their transactions. Our open architecture model allows us to benefit from strategic alliances with financial institutions widely recognized in the market, which translates into offering portfolios composed of traditional and alternative assets, selected amongst the best international and local managers.

 
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International Fintech Banking

Our alliance with Atlas Fintech has as main objective to provide a fast and expeditious access with the same close service and tailored to your needs that characterizes us.

 
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International Platform

Our strategic alliances with international brokerages and banks give us access to investment platforms, such as Pershing – at the forefront of the financial sector in the U.S. and Switzerland – which enables us to offer buying, selling and custody services of investment instruments around the globe.

 
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Local Partnerships

We currently have strategic alliances with the main financial institutions in the country, which enables us to fulfill our commitment to always provide the best investment options for our clients.  

 
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Investment Strategy Team

Our dedicated Strategy and Research team has vast experience, which allows us to offer informed views on markets, companies, and asset classes in a timely manner. We carry out quantitative and qualitative analysis of both local and international funds, in order to identify the best investment opportunities for our clients.