Log In
Go to the headerGo to the main contentGo to the footer

J. Safra Asset Management

Your strategic long-term partner

We are an independent investment advisory firm, registered with the SEC and dedicated to offering investment advisory services and strategic alternative investment solutions to both individual and institutional investors.
Please click here to find the J. Safra Asset Management Relationship Summary (Form CRS) which outlines the type of relationship you can expect to have with us.
ss

UNIQUE APPROACH

The J. Safra Asset Management difference

We are focused on asset preservation, managing downside risks while aiming for steady returns. Our research, due diligence and oversight provide the foundation for every investment. Our investment committee consistently oversees portfolios, ensuring transparency at every step. Receive tailored reports on your assets and our market insights, with our seasoned team always ready to address your queries.
ss

TAILORED SOLUTIONS

Expertise tailored to your unique goals

At J. Safra Asset Management, each investment solution is aligned with your specific objectives and risk preferences. We leverage our extensive experience, disciplined investment process, and rigorous risk management to deliver strategies and solutions uniquely tailored to your financial needs. Our sophisticated advisory services, combined with a comprehensive due diligence process, enable us to effectively manage complex portfolios of diversified securities across a broad range of asset classes.
ss

CLIENT-CENTRIC

Advice you can trust

To us, partnership means aligning interests. For you, it translates into results. At J. Safra Asset Management, we believe in forging genuine partnerships, and have extensive experience helping institutional investors and family offices achieve their goals. Our advice is clear and objective, tailored to each client’s unique goals, aspirations and risk profile. With us, your ambitions always come first.

PRODUCTS AND SERVICES

Elevate your portfolio

J. Safra Asset Management has a complete suite of products and services, designed to optimize your investments according to your goals and risk profile.

Advisory Services

With a holistic strategy tailored to your objectives, we excel in identifying the best investment opportunities for individuals, institutional investors, and family offices.

Discretionary

  • Expert analysis and selection of best-suited investments according to risk profile & goals
  • Continuous monitoring and active management to reflect market changes and meet risk & return expectations
  • We act as sole investment manager

Non-Discretionary

  • Designed for clients who want to leverage the experience and advice of our expert team, while retaining the final decision-making
  • Full suite of services, including ongoing investment recommendations and detailed reporting

Managed Accounts

We offer a comprehensive range of over 40 portfolio strategies designed to suit your financial goals.

Unified Managed Accounts (UMAs)

  • Asset Allocation
    • Conservative: Seeks to preserve principal value of portfolio
    • Balanced: Combination of moderate capital appreciation and growth
    • Aggressive: Focus on maximizing return/growth
  • Single Strategy
    • Equities, Fixed Income, ETFs, Alternatives, among others

Separately Managed Accounts (SMAs)

  • In-house strategies and partnership with industry-leading model providers
  • They can be designed around your needs while focusing on a specific investment objective
  • Flexibility to tailor exposure by excluding specific geographic regions, industries, or companies of your choice
  • We offer different solutions based on credit quality and duration, among other factors
  • Investment Optimization

Alternatives

Diversify beyond traditional investments. Discover new possibilities in private equity and take advantage of our open and flexible funds platform.

Private Equity

  • Discover opportunities to invest alongside the J. Safra Group in exclusive deals and take advantage of its global resources and network
  • Since 2013, the J. Safra Group Private Equity Team has strategically invested over US$ 2 billion
  • Explore sector-agnostic opportunities, with core focus on Europe and the US

Unique Funds Platform

  • Our platform typically includes 20 to 40 different investment opportunities
  • Open and flexible funds platform gives you access to third-party managers and allows for the inclusion of additional mutual and hedge funds
  • All funds undergo a meticulous selection process and rigorous checklists
  • Every hedge fund is subjected to comprehensive legal analysis to ensure your peace of mind