What we offer

«The ownership of a good makes its owner a steward of providence to make it fruitful and communicate its benefits to others.»

Catechism of the Catholic Church, 2.404.

Financial Advisory

Investment Portfolio AdvisoryWe build investment portfolios seeking cost efficiency, access to the best managers in the national and international market and always complying with the criteria set forth in the Social Doctrine of the Church.Development of investment protocols that comply with the Social Doctrine of the Church.The professionalization of investment implies having written guidelines to serve as a guide when making decisions. We help our clients to develop these guidelines so that they are always in line with their moral criteria.Advice to investment vehicles (funds, SICAVs, etc.) regarding ethical criteria.We advise investment vehicles that want to implement the Catholic Magesterium in their investment decision-making process.Endowment advice (endowment funds, foundation funds and institutional funds).We are aware that there are institutions whose time horizon is very long term (congregations, foundations, family-offices…). For these types of entities that require special attention and management, we implement portfolios that meet their particular needs (liquidity, destination of funds, etc.) while allowing them a solid and stable capital preservation over time.
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Management and economic viability reports of Religious Institutions to help them in their decision making.Ethical and financial analysis of the investment portfolio.
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Reporting

Training in the evangelical management of goods

We provide training programs that, on the one hand, allow our clients to gain a deeper understanding of the world of faith-consistent investing.

Financial Advisory

Investment Portfolio AdvisoryWe build investment portfolios seeking cost efficiency, access to the best managers in the national and international market and always complying with the criteria set forth in the Social Doctrine of the Church.Development of investment protocols that comply with the Social Doctrine of the Church.The professionalization of investment implies having written guidelines to serve as a guide when making decisions. We help our clients to develop these guidelines so that they are always in line with their moral criteria.Advice to investment vehicles (funds, SICAVs, etc.) regarding ethical criteria.We advise investment vehicles that want to implement the Catholic Magesterium in their investment decision-making process.Endowment advice (endowment funds, foundation funds and institutional funds).We are aware that there are institutions whose time horizon is very long term (congregations, foundations, family-offices…). For these types of entities that require special attention and management, we implement portfolios that meet their particular needs (liquidity, destination of funds, etc.) while allowing them a solid and stable capital preservation over time.
Diapositiva anterior
Diapositiva siguiente

Reporting

Management and economic viability reports of Religious Institutions to help them in their decision making.Ethical and financial analysis of the investment portfolio.
Diapositiva anterior
Diapositiva siguiente

Training in the evangelical management of goods

We provide training programs that, on the one hand, allow our clients to gain a deeper understanding of the world of faith-consistent investing and, on the other hand, allow us, Altum employees, to put our talents, what we know (investment management), at the service of the apostolate.

How We Work

Simplicity

We focus on proposing simple portfolios and investments, avoiding complex or speculative investment product structures.

Prudence

We help asset managers act prudently in managing their investments, harmonizing the moral rectitude of their investment decisions with the intention of obtaining a return on their investments.

Independence

We owe it to our customers. That is why we only charge customer fees, without receiving any type of retrocession or commission from any other entity. There are no conflicts of interest. It is the only way we know how to work.

Transparency and Accountability

At Altum we explain to clients each and every one of our investment recommendations, so that they in turn can be can be accountable to their own customers – such as provincial governments, dioseses, trusts, trustees, etc.

Cómo Trabajamos

Facilidad

Nos centramos en proponer carteras
e inversiones sencillas, eliminando
en todo momento la inversión en
productos de inversión complejos o
especulativos.

Transparencia y Rendición de Cuentas

En Altum damos razón a nuestros
clientes de todas y cada una de
nuestras recomendaciones de
inversión para que ellos a su vez
puedan rendir cuentas a la entidad
que proceda (Gobiernos Provinciales,
Diócesis, Patronatos, etc).

Independencia

Nos debemos a nuestros clientes.
Por ello sólo cobramos de nuestros
clientes, sin recibir ningún tipo de
retrocesión ni comisión de ninguna
otra entidad. Sin conflictos de
interés…Es la única manera de la que
sabemos trabajar.

Prudencia

Nos debemos a nuestros clientes.
Por ello sólo cobramos de nuestros
clientes, sin recibir ningún tipo de
retrocesión ni comisión de ninguna
otra entidad. Sin conflictos de
interés…Es la única manera de la que
sabemos trabajar.

Altum Catholic European Index

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