Your wealth managed through strategies
built with global leaders
Access the world’s leading economies in a simple, guided way
Simplified experience with dedicated investment guidance
Model Portfolios
Your money is invested in portfolios built with BlackRock® - a leading global asset manager - and held by Interactive Brokers as custodian.
Strategic Providers
Reasons to choose Warren Global
Transparency
The investment allocation is made based on the suitability assessment completed during account opening, using advanced technology to support alignment with the investor's goals and risk profile.
Convenience
An intuitive and efficient platform designed to simplify access to international markets.
Security
Assets are held in custody at Interactive Brokers, with SIPC coverage of up to $500,000 per client, subject to the limits and terms established by the entity. SIPC protection does not cover investment losses.
Tax efficiency
The portfolios are entirely composed of UCITS ETFs, which may provide tax efficiency advantages, depending on the investor's circumstances and applicable tax laws.
Jurisdiction
Choosing the United States as the jurisdiction provides a strong regulatory framework designed to protect investors.
Strategic providers
The collaboration with BlackRock® and Interactive Brokers provides investors with a well-structured and trusted investment platform, supported by recognized leaders in the financial market.
