Our model

Our initial goal was to establish and now to maintain the essential elements for protecting your investment.

Regulation

We guarantee strict compliance with the rules of the U.S.Securities and Exchange Commission (SEC):

The Company is operated as a private investmentfund under Section 3(c)(1) of the Investment Company Act of 1940, Rule 506(b)of Regulation D, and Section 4(a)(2) of the Securities Act of 1933.
We offer our services exclusively to a limitednumber of individuals who must be accredited investors under SEC rules.

Security

We secure your confidential data through a provencybersecurity program and robust security measures:

Our cybersecurity program includes a datasecurity policy, a business continuity plan, and a security incident responseplan.
Our systems, computers, and communications are protected by a leading firm specializing in threat protection and detection tools against security threats and attacks.

Strategies

We develop and apply investment strategies tailored to market conditionsand opportunities:

For portfolio composition, we conduct industry analysis, qualitative research, and risk management.
To mitigate risks, we apply our proprietary blend of value, growth, long-term, and passive investments.

Transparency

Our annual financial reports and your investment reports areverified by a U.S. accounting firm:

An independent firm specializing in fund management validates and documents all our transactions and produces your quarterly investment reports.
A certified U.S. accounting firm annually reviews the investment reports and fund accounting.

Une invitation à une conversation exploratoire

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