Selected Custodian Banks
Based on your needs, we select among industry-leading custodians to safeguard your assets.
BNY Mellon | Pershing
$2.3 Trillion
Assets Under Management
#1
U.S. Clearing Firm
SIPC© Coverage
Securities in your account protected up to $500,000
A clearing and custody services provider with over 80 years of history serving many of the world’s most respected financial firms. BNY follows the strictest regulatory standards along with best practices that make it one of the most trusted banks worldwide.
Charles Schwab & Co., Inc
$3+ Trillion
Assets Under Management
#1
U.S. Custodian for Independent U.S. Advisors
SIPC© Coverage
Securities in your account protected up to $500,000
A multinational financial services company specializing in clearing and custody services. With over 50 years of history, it is renowned for its high-level technology and for adhering to the strictest standards designed to keep client assets safe.
Apex Fintech Solutions
$100 Billion
Assets Under Custody
#1
EY Entrepreneur of the Year 2021
SIPC© Coverage
Securities in your account protected up to $500,000
A clearing and custody services provider founded in 2012. Deeply grounded in technology, its enterprise-grade platform has been quickly recognized by the financial industry, winning multiple awards for innovation and quality of service.
Selected Asset Managers
Our platform allows our clients access to a wide variety of investment strategies developed by leading asset managers around the world. These managers include, but are not limited to, the following:
It manages $10 trillion in assets, aiming to accommodate every investor. Their models are designed to seek investment returns throughout the whole spectrum of risk objectives.
It manages $3.2 trillion in assets, offering a wide range of investment strategies, including strategic asset allocation, tax-sensitive, and income oriented portfolios.
Manages $2.7 trillion in assets, and offers a depth and breadth of investment capabilities covering all asset classes that broadens your choice for diversifying your portfolio, enabling asset allocation decisions to meet investment objectives.
It manages $1.4 trillion in assets from core-allocation models that seek to maximize returns to income strategy models that seek to produce a steady stream of income.
It manages $200 million in assets. Its strategies are rules-based and aim to provide diversified risk exposure to all constituents of the indices, rather than just the largest.
It manages $ 659 billion in assets. Founded in 1981, Dimensional Fund Advisors has a long history of applying academic research to practical investing, offering a full range of equity and fixed income strategies.
Partners
Altafid's asset management partner is Innealta Capital, a Registered Investment Advisor. Altafid’s technology partner is Aaxis Digital, a firm specializing in building complex digital solutions globally.
Innealta Capital is a Registered Investment Advisor with the U.S. Securities and Exchange Commission. It specializes in developing quantitative investment solutions by merging cutting-edge empirical research with an efficient implementation of financial techniques.
Diclosure: Innealta Capital, LLC is a registered investment adviser. Registered Investment Adviser does not imply any certain level of skill or training.
AAXIS Digital is a technology services firm that has vast experience in building and deploying eCommerce, digital, and marketplace solutions for companies in North America, Asia, and Latin America.
AAXIS Group Corporation was founded in 1999, by Asad Durrani and Amir Zafar. It specializes in solutions for B2B organizations.
13215 Bee Cave Pkwy, Ste. A240,
Austin, TX 78738
Rosario Norte 555, oficina 1604,
Las Condes
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