FAQs

Find the answer to frequently asked questions about how
we work and our services.

Frequently asked questions

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Do I need to approve investment decisions?

It’s up to you. We have two working schemes:

Within the discretionary scheme, we have the freedom to sell stocks and bonds without your approval.

In the non-discretionary scheme, we require instructions from you.

It’s important to mention that in both schemes, you are always informed of all the movements made.

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How is Activest compensated?

Activest receives compensation solely from the client and cannot receive compensation from third parties. The client compensates us based on the advisory agreement, which can include but is not limited to a percentage of the invested value, performance, or a determined dollar amount. The percentages vary depending on the portfolio size and responsibilities within the agreed-upon service.

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Can you manage my portfolio at the bank where I currently have custody?

Absolutely. We have the freedom to work with various banking institutions as independent advisors. This allows us to seek the best option for you and provide a proposal tailored to your profile and objectives.

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How is Activest regulated?

Activest is registered with the Securities Exchange Commission (SEC) as a Registered Investment Advisor (RIA). Unlike brokers, RIAs have a fiduciary duty to represent the best interests of the client.

Registration with the SEC does not imply endorsement or approval.

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Do you take into account the tax impact of my investments?

Yes, we assess your situation, and the investment recommendations take into account the tax impact. We collaborate with you, your attorneys, and tax advisors to ensure that your tax structure is appropriate based on your needs.

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How do I choose the right service for me?

If you wish to speak with us, you can send an email to infomarkets@activestwm.com, indicating your needs, or you can fill out the contact form on our website. We will contact you to help you achieve your goals.

Our Services

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What does a financial advisor do?

A financial advisor gathers data, analyzes, prepares, and recommends a strategy related to financial planning and investments according to your profile and objectives.

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Who needs a financial advisor?

Anyone who is interested in creating a financial plan and investing for the future. Managing investments has become complicated due to the number of options available and the requirements needed to succeed, so having someone to advise you on managing your wealth is a good value proposition.

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What is a multi-family office?

It is an organizational structure that involves providing personalized advice and management for financial, tax, structural, and wealth-related matters.

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When do I need a multi-family office?

A multi-family office is the best solution when you need to manage, invest, and maintain your wealth in an organized manner with the help of a third party in order to reduce the costs of having a single family office.

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What is the difference between wealth management and family office?

Mainly the scope. Wealth management focuses on investing, while the multi-family office creates an integrated solution that helps you structure and maintain your global wealth in an organized and clear manner.

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How do I choose the right service for me?

To choose a product, different factors should be considered such as your financial goals, investment horizon, risk tolerance, among others. Contact us and we will gladly advise you with a strategy specially tailored for you.