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Allocation
Process

Allocation
Process

We have created proprietary systems for each step of the investment process, with the aim of preserving and perpetuating each client’s wealth. The main stages include:

We have created proprietary systems for each step of the investment process, with the aim of preserving and perpetuating each client’s wealth. The main stages include:

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Allocation Process

image/svg+xml Getting to know you in detail:      your financial goals and situation          (Hike financial planning).    Combined with a view of your currentwealth planning and an estimation of the future. 01 Developing your investment policy: defining your risk profile, liquidity needsand investment horizon. 02 Building your portfolio based onextensive quantitative andqualitative analysis, with strategic andtactical allocations. Selecting each manager orproduct with criteria of excellence and defining the best structure from a succession and tax perspective. 03 Constantly communicatingwith you about the portfolio,monitoring the assets that make up the portfolio andseeking new products. 04 Constant Communication Ongoing AnalysisProcess
image/svg+xml Getting to know you in detail:your financial goals and situation (Hike financial planning). Combined with a viewof your current wealthplanning and an estimation of the future. 01 Developing your investment policy: defining your risk profile,liquidity needs and investment horizon. 02 Building your portfolio based on extensive quantitative andqualitative analysis, with strategic and tactical allocations. Selecting each manager or product with criteria of excellence and defining the best structure from asuccession and tax perspective. 03 Constantlycommunicatingwith you about the portfolio, monitoring the assets that make up the portfolioand seeking new products. 04 Constant Communication Ongoing Analysis Process

Allocation

process: getting

into detail.

Allocation

process: getting

into detail.

A specific system for each item. The process is dynamic. We monitor each portfolio daily, seeking the best options that are most suited for the client.

A specific system for each item. The process is dynamic. We monitor each portfolio daily, seeking the best options that are most suited for the client.

image/svg+xml Capital Allocation Modeling Regular Meetings Profiling Development of Investment Policy Continuous Monitoring Getting to know you: what mattersto you today, where you wantto be in the future and whatyou want your legacy to be? Practical constraints:liquidity needs,investment horizon,risk tolerance, and and tax efficiency. Defining structures and partnersand, based on the marketscenario, selecting thebest allocations withmapped returntargets and volatility. Tactical changes, risk control, rebalancing, and ongoing discussions for cash flow needs. 24/7 contact with you. Monthly meetings todiscuss financial planning and portfolio overview. Semi-annual meetings to discuss estate planning.
image/svg+xml Capital Allocation Modeling Regular Meetings Profiling Development ofInvestment Policy ContinuousMonitoring
image/svg+xml WealthGrowth &Preservation CashNeeds Portfolio created for wealth growth: investment in new businesses, private investments,philanthropy, and discretionary spending. Periodic or one-time cash needs tomaintain your standard of living. A portfolio independent of economic cycles.

Capital allocation modeling: investment based on objectives.

We have developed a system called Hike Wealth to address each client’s goals over time, making sure that the monitoring is continuous: encouraging mapped contributions and uses. A solution for each client.

 

image/svg+xml WealthGrowth&Preservation Cash Needs Portfolio created for wealth growth:investment in new businesses,private investments, philanthropy,and discretionary spending. Periodic or one-time cash needsto maintain your standard of living. A portfolioindependent of economic cycles.

Investment

Philosophy:

our pillars.

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image/svg+xml Transparency AssetProtection CashFlow WealthGrowth Innovation andIntelligence Fiduciary Duty Continuous Risk Management Focus on asymmetries for consistentreturns Innovation in productsand intelligence instrategy building. Specific portfolio for maintainingyour lifestyle
image/svg+xml Transparency Asset Protection Cash Flow Wealth Growth Innovation and Intelligence Dever Fiduciário Continuous RiskManagement Focus on asymmetries forconsistent returns Innovation in products and intelligence in strategybuilding. Specific portfolio for maintaining your lifestyle.
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Structure your financial journey: it starts with your goals and desires.

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Hike Company Ltda. is legal approved to provide investment consultancy services to the Brazilian Securities and Exchange Commission – CVM.

Hike

Contact Us

[email protected]
(11) 3168-0434

Hike

Contact us

[email protected]
(11) 94164-6333

Hike Company Ltda. is legal approved to provide investment consultancy services to the Brazilian Securities and Exchange Commission – CVM.

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Disclaimer: Any information provided to you in this website is solely for educational purposes and should not be considered as recommendations for assets or any specific investments. This content is for informational purposes only and is not intended to serve as financial, legal, or tax advice