Built
for you.
We are an investment and wealth consultancy authorized by the Brazilian Securities and Exchange Commission. With the mission of preserving our clients assets and building their legacy for future generations, we operate independently and in alignment with you, something only the fee-based model allows, with a holistic vision, seeking the best solutions for each client.
We align technical excellence in investment choices – macroeconomic analysis, and the fundamentals of each stock (company) or security we analyze – with excellence in connecting with our clients – constant communication and a solid relationship built on trust. We believe our role is to be a guide, opening the path and following you to every summit you wish to reach.
YOUR JOURNEY MATTERS TO US.
First and foremost: the family or individual’s profile. Our solutions:
Financial and asset planning.
• Selection of investment funds and managers.
• Portfolio construction and specific Hike products: real estate funds and dividend stocks.
• Investing in Emerging Markets.
• Constant analysis of the macroeconomic landscape.
• Risk control for each portfolio.
• Periodic reports and constant communication with each client.
First and foremost: the family or individual’s profile. Our solutions:
- Financial and asset planning.
- Selection of investment funds and managers.
- Portfolio construction and specific Hike products: real estate funds and dividend stocks.
- Investing in Emerging Markets.
- Constant analysis of the macroeconomic landscape.
- Risk control for each portfolio.
- Periodic reports and constant communication with each client.
Founders:
Jonas Carvalho, CGA
Wagner Monteiro, PhD
Jonas Carvalho, CGA
Graduated in Business Administration from Fundação Getulio Vargas (EAESP-FGV) with a focus on Finance. Studied Corporate Finance and Security Analysis at Columbia University in New York. At the São Paulo School of Law (FGV-Law), Jonas is a postgraduate student in Wealth and Succession Planning Management.
Founding partner of Hike, Jonas also worked at Bank of America Merrill Lynch in the investment banking team, at Geo Capital in the investment team, and is a founding associate of ABCVM (Brazilian Association of Securities Consultants).
Wagner Monteiro, PhD
Ph.D. in Administration with a focus on Finance at Universidade Presbiteriana Mackenzie. Master’s degree in Business Economics from the São Paulo School of Economics (EESP-FGV) and a bachelor’s degree in Economics from Centro Universitário Álvares Penteado.
Parnter and macroeconomic advisor, Wagner has also worked as a professor in the Undergraduate Business Administration program at the São Paulo School of Business Administration at Fundação Getulio Vargas (FGV EAESP), the Undergraduate program at the São Paulo School of Economics at Fundação Getulio Vargas (FGV EESP), Master in Banking, Financial Institutions and Economics (CEBANKING), Master in Economics and Management (CEEM). He also served as Deputy Coordinator of the Center for Quantitative Studies in Economics and Finance (CEQEF) and Researcher at the Center for Applied Macroeconomics (CEMAP) at the São Paulo School of Economics at FGV.
The fee-based only model:
The fee-based only model, or single administration fee, is a model in which the client directly compensates the advisor and the advisor does not receive commissions from financial investment products, eliminating any potential conflicts of interest. In certain partnerships, 100% of commissions are refunded to the client.
The fee-based only model:
The fee-based only model, or single administration fee, is a model in which the client directly compensates the advisor and the advisor does not receive commissions from financial investment products, eliminating any potential conflicts of interest. In certain partnerships, 100% of commissions are refunded to the client.
Hike Fiduciary Duty: Our legal obligation to put your interests first.
01.
WORK WITH FEE-BASED ONLY CONTRACTS (SINGLE ADMINISTRATION FEE).
02.
DO NOT WORK WITH INVESTMENT PRODUCT COMMISSIONS.
03.
BE TRANSPARENT ABOUT COSTS AND TERMS FOR CLIENTS.
04.
REMAIN INDEPENDENT FROM THE MARKET.
05.
CREATE PORTFOLIOS ADAPTED TO CLIENT OBJECTIVES.
06.
FOLLOW THE LEGAL FIDUCIARY DUTY REGULATED BY CVM 19.
01
WORK WITH FEE-BASED ONLY CONTRACTS (SINGLE ADMINISTRATION FEE).
04
REMAIN INDEPENDENT FROM THE MARKET.
02
DO NOT WORK WITH INVESTMENT PRODUCT COMMISSIONS.
05
CREATE PORTFOLIOS ADAPTED TO CLIENT OBJECTIVES.
03
BE TRANSPARENT ABOUT COSTS AND TERMS FOR CLIENTS.
06
FOLLOW THE LEGAL FIDUCIARY DUTY REGULATED BY CVM 19.
Structure your financial journey: it starts with your goals and desires.
