Itaú USA Asset Management offers investment advice to funds and institutional clients, both with and without the authority to make trades. They provide recommendations to affiliates and third parties but aren't responsible for the final investment decisions when offering non-discretionary services. Itaú tailors its advice to each client's investment goals, risk tolerance, and target returns. They offer strategies for Latin American equities, fund of funds, global solutions, and fixed income.
Fee Structure
Itaú USA Asset Management's fees are based on a percentage of the value of the assets they manage. The specific fee is negotiated with each client, depending on the portfolio, mandate, or relationship. If a client invests in investment funds, they will also pay the fees and expenses charged by those funds, in addition to Itaú's fees. All fees are negotiable.