Holistic Wealth management
We don't need a crystal ball to be successful investors.
YOUR WEALTH | YOUR FUTURE | OUR PASSION
An investment or savings process must have a deep and holistic analysis of the preferences, constraints and goals of the investor.
Holistic Wealth Management
Future Proof is an investment services platform geared towards financial advice and risk management, based on a holistic view of wealth.
We live in a uncertain and complex investment environment. We believe there is a need for better financial advice and a client-centric approach.
We help and guide our clients to define clear and adequate goals, in terms of risk and return, and to make decisions in the face of expected or unexpected situations, constraints and individual preferences.
Goals-based financial planning allows the investor to set multiple financial objectives across multiple investment time horizons.
The model is based on a partnership with Banco Invest and on a holistic view of wealth where each investor is unique!
TEAM
Vítor and Luís founded Future Proof with the aim of being even closer to investors. With the motto Your Wealth | Your Future | Our Passion, we want to lead the future with a focus on wealth protection through a holistic vision and a disruptive platform based on behavioral finance.
Vítor Mário Ribeiro, CFA
Vítor is a CFA® charterholder, entrepreneur, music lover and with a dream of building a true investment and financial planning ecosystem at the service of families and organizations.
more
Luís Silva
With a degree in economics (2006) and a post-graduate degree in Finance from Universidade Católica do Porto (2010), he has followed the financial markets since he was 16 years old. Later he realized that he shared the same enthusiasm for programming.
more
Planning
Information about the investor, goals, preferences and human and financial capital. Inputs on the economic and market environment.
Execution
Portfolio construction
Optimization and simulation
Due Diligence and Asset Selection
Portfolio adjusted to the investor
Feedback
Performance evaluation
Monitoring of objectives
Portfolio rebalancing
Investment Policy Review
APPROACH
Our approach comprises 3 essential steps:
- Planning (Investment Policy Statement),
- Execution of the asset allocation strategy and
- Feedback (follow-up report).
The multidisciplinary structure involves a set of products and services totally dedicated and focused on the goals and preferences of the investor.
We know that financial investment is only part of the investor's wealth. And most of the time, this wealth is dispersed among several intermediaries and financial institutions, without a rational and adequate planning.
We therefore adopt a holistic and integrated vision of wealth, which implies knowing well the characteristics of the investor and defining an appropriate investment policy.
| R. 6 de Novembro 17 2ºdto 4590-869 Paços de Ferreira Portugal See in Google Maps |
| 00351 939 873 441 / 00351 938 438 594 |
| future@futureproof.pt |
| Future Proof is an appointed representative of Banco Invest, S.A.. It is registered at CMVM. |
