Carta Financiera provides investment management services, specializing in equities trend following and managed futures. For equities, they use a systematic approach to identify companies meeting specific criteria. For managed futures, they allocate client funds to different commodity trading advisor programs, supervising their performance. Carta Financiera offers discretionary investment management services, where they make investment decisions for clients. The firm's trading strategy is not a robo-advisor but uses programmed trends and triggers.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Carta Financiera charges a 2% annual management fee calculated daily, plus a 20% success fee on a quarterly basis for qualified clients and non-US persons.
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Location
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