Our work is directly connected to our client's goals and helping them to evaluate it. We analyze each financial profile individually, life objectives and the financial appetite compared to the risk. After that, we develop an asset management planning and accurate wealth protection.
We take advantage of our team's intellectual capital, looking for a range of investment solutions markets, including fixed income, stocks, funds and alternative investments in all major global markets.
We also recommend selected banking facilities.
Through this and other solutions, we offer a custom and personal advice. And, as our client's goals keep changing, we can adjust the route according each moment of their lives.
For the last 10 years, our daily work is to seek for the ideal solution for our investors. Our consultants work with return measures adjusted to risks, seeking to optimize the suggested portfolio.
For each return objective, we search for the minimum exposure to risk as possible (less volatility). Special products, modern management tools and a strict risk analysis open an important variety of investments for each investor profile.
Our analysis, by the geographic point of view, have global coverage. We continually seek for new opportunities for our clients, without letting go our main proposal - a solid performance throughout the years.
At Prosperity, we work 24/7 for our clients not be surprised by economic or political turbulences. Always with one single goal:
to protect your wealth.
Long Term Accumulation
On long term, periods longer than 10 years, equities tend to feature better results than fixed income in more than 95% of cases.
Also, when we have time on our side, we can structure products with principal protection, which means, the investor never loses, even if markets get losses.
Long Term Accumulation
Would you like a financially secure retirement?
Or do you prefer to count every penny?
Early investments can make all the difference.
See it yourself through the below chart:
The numbers above were based on monthly contributions of US$ 1,000 until the retirement age of 60 years old was reached. The charts compare contributions beginning at 30, 40 and 50 years old, respectively.
Retirement fund's projected values were based on a return of 6% annual with no withdrawals.
A first class private education means better opportunities for your children to reach a successful career. One great gift a parent could give for your son is the possibility to have the best university education.
Through products made specifically for this end, our clients can save to their children's future with advanced time, thus guaranteeing a great opportunity for them to develop a career in their own country, in United States or Europe, without this meaning it will affect the family savings in a significant way.
Statistics clearly show that, the better educational level of a person, the highest will be the possibility of him/her obtain better incomes, as well as good job offers.
A proper financial planning will help your children to cover the high costs associated with a first level education, expanding their possibilities, as soon as they graduate. The difference between the generated income, according to educational level, gets higher each time.
Have you thought how you’re going to pay for your children’s education?
As reflected on the chart, costs for your sons until they finish a 4 years college keeps increasing significantly over the last 30 years. Besides, university inflation through the last years keep increasing in 6%.
It is estimated that, in the near future, if a long term planning is not prepared, only a few can access a first class education and, in consequence, the upcoming benefits it will offer.
There are products developed specifically to provide comprehensive protection worldwide, a ideal scenario to people of families who live outside US and need International coverage, including in US. Comprehensive plans offer to insured the possibility to offer medical care in any part of the world.