Patrimony has its own methodology, based on market experience and maths, with elements of technical and fundamental analysis
First and foremost our strategy is centered around the exhaustive study of the balance sheet of each company to determine a measure of robustness for the asset, also incorporating in the evaluation the expectations of the market analysts to filter only the most relevant values first. After that we apply technical and sentiment analysis tools to determine the best operational timing, thus obtaining the best possible exposure to the market trends.
The goal of Patrimony's advisory services is obtaining substantial gains on capital that beat the market returns on the long term, but always maintaining as a priority the strict protection of the client's wealth in the face of eventual hostile environments.
World-class experts in asset management, financial markets, algorithmic trading, cloud computing and legal compliance
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480 E O'Keefe Street, Palo Alto
United States of America, CA 94303
Phone: +1 650 469 2623
Fax: +1 615 266 6662
Patrimony LLC is a subsidiary of Agora EAFI SL
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