ACCOUNT OPENING
Join over 850,000 Brazilians who have taken the step to invest abroad. Start your journey today.
01.
Your investor profile is created through a few quick and simple questions.
02.
Based on the information provided, a portfolio is suggested to align with your risk profile and investment objectives.
03.
A global account is opened.
04.
When making the deposit, the funds are automatically allocated to the portfolio built with BlackRock®, based on your defined profile.
05.
With portfolios built in collaboration with BlackRock®, they are continuously monitored and rebalanced automatically to optimize returns while staying within your chosen risk profile.
What’s included when you invest with Warren Global
Manage your investment accounts from our mobile app or website
Thanks to our technology and automation we efficiently serve market niches.
Portfolios
Portfolios built with BlackRock® and held at Interactive Brokers
Portfolios for each profile
Fixed Income
Globally diversified Fixed Income portfolio that seeks to achieve optimal risk-adjusted returns over the long-term with a low risk level budget and 100% fixed income exposure.
Conservative
Globally diversified Multi-Asset portfolio that seeks to achieve optimal risk-adjusted returns over the long-term with a conservative risk level budget and an equity range exposure of 10-30%
Moderate
Globally diversified Multi-Asset portfolio that seeks to achieve optimal risk-adjusted returns over the long-term with a moderate risk level budget and an equity range exposure of 50-70%
Balanced
Globally diversified Multi-Asset portfolio designed as a balanced alternative to generate moderate growth within a mid-to-long-term investment horizon. This portfolio seeks to achieve a balanced combination of risk and return over time, with an equity range exposure of 30-50%.
To learn more about our portfolios that follow models built with BlackRock®, please contact us