PRESENTATION OF SERVICES

Investment consultancy for professional and institutional investors, companies, families, and individuals. 

Highly personalized and independent guidance, professional advice without conflict of interest, with no representation or compensation linked to banks, brokerages, or any other financial institutions. 

Investment recommendations are meticulously customized, monitored, and adjusted to the strategy, risk profile, aspirations, and individual circumstances of each client. 



PROFESSIONAL AND ACADEMIC BACKGROUND

On January 15, 2010, Emanuel Pontes Pinto Jr. was accredited by the Brazilian Securities and Exchange Commission (CVM) to provide Securities Consulting services under declaratory act number 10.830. (here)

Master’s degree in International Business from the University of Sydney (Australia), undergraduate degree in International Business from ESM Ecole de Management et de Communication (Switzerland), and Law from the Federal University of Pará. Since 1994, he manages his family office, Beckmann Pinto Ltda. 


 

REGULATIONS, COMPLIANCE AND ETHICS

CVM Resolution 19

(Read Here)

Declaration on Conflicts of Interest

"By signing this term, I declare that I am aware that the securities consultant, or parties related to him, may invest in assets, securities, or investment vehicles recommended by the consultancy service." (print)

Other Legal Considerations

* Provision of securities consulting services cannot assure or suggest the existence of guaranteed future results or the exemption of risk for the investor.

* The consultant does not have the power to move accounts, funds, or investments on behalf of the client.

* Investing in derivatives can result in losses exceeding the initial investment.


FREQUENTLY ASKED QUESTIONS


Do I need to transfer my money to a Consultancy account?

No. The client operates their own account - at the bank or brokerage of their choice.

Does the Consultancy have access to my statement at my brokerage or bank?

No. These pieces of information are private. Your brokerage does not provide information to the Consultancy.

Does the Consultancy earn a commission from brokerage?

No. The Consultancy is a service paid for by the client who hires it. We are not remunerated by any brokerage or bank.

Will my investment strategy be identical to other clients of the consultancy?

No. Each client has a portfolio composition suited to their risk profile, their profitability expectations, and their moment in life.

Can I terminate my contract with the Consultancy whenever I want?

Yes. The contract can be terminated without penalty by either party at any time.

Is an investment recommendation from the Consultancy suitable for a friend’s portfolio?

No. Each investment idea specifically considers the portfolio under consultancy. A personalized recommendation for you is not necessarily the best for your friend.

What is the remuneration policy?

Remuneration for services is established exclusively and directly with the client. The value and payment terms are defined in a personalized manner, considering the specifics of each service contract.

I am interested in hiring the Consultancy services. What would be the first step?

Please answer the “Investor Profile” questionnaire and send it by email (click to print and email, or fill out online).


 

EDUCATION AND INFORMATION: