Based on an Open Architecture model, we have access to a wide range of assets and asset classes, including:
• Deposits, bonds and equities
• Equity indices

We adopt a management approach focused on the medium and long term (between 3 and 5 years), favouring balanced investment strategies.

Our objective is to combine the regular receipt of interest and dividends with sustained growth through capital gains.

Our identity leads us to value and prioritise Portuguese-speaking countries and communities.

The performance expectations associated with each investment strategy essentially depend on two variables:
• Investment horizon: a three-year time frame is generally the most suitable to benefit from positive market trends.
• Investor risk profile: although our investment approach typically favours prudence, higher-risk strategies may be considered for clients with that profile.

Clients can rely on ongoing monitoring and a service of excellence, in line with international best practices. Regular meetings are not only recommended but also essential to ensure a relationship of trust and a high level of comfort.

It should, however, be noted that past performance is not a guarantee of future returns.

Clients may use our custodian banks in Switzerland. True Magma maintains agreements with several banking institutions and, as is standard practice, does not directly hold any of its clients’ funds or assets.

All assets and monetary values are registered in the client’s name, in an account opened with the custodian bank of their choice.

True Magma ensures close monitoring, regularly sending account statements and detailed analyses of each client’s investment portfolio.

With the support of specialised partners, with whom we have collaborated for many years and whose reliability is well proven, we offer our investors a set of complementary services, including:
• Succession planning
• Tax reporting
• Investment analysis and advisory
• Support in risk management in the areas of AML & CFT (Anti-Money Laundering & Countering the Financing of Terrorism)

Because we believe in long-lasting and transparent relationships, joint growth is and will continue to be our guiding principle.