SVN, short for ‘seven’ – a number that symbolizes perfection – was founded in 2007 in Maringá (PR), and soon after was acquired by Felipe Bernardes. To meet the demand of all client profiles, SVN formed the first team of investment advisors and started to cover all the main Variable Income operations - in addition to including Fixed Income in its menu -, with the support of offering the XP platform products. At that moment, Caio Copetti stopped being a client to become a partner in the company. The duo Bernardes and Copetti was dedicated to building the expansion of the business on one pillar: excellence in personalized service. In 2017, SVN joined the select group of the 20 largest XP partner offices. A year later, already with the branch in São Paulo, it reached the mark of R$ 1 billion in equity advised.
Why invest in SVN? The answer is simple: because SVN advisors have as their main objective to deliver the best solution for each client. This means that it maintains a close relationship to customize the portfolio according to each client's profile. The goal is always to optimize your investments.
Several factors are considered to create a customized investment portfolio, such as preference for risk exposure, financial volume available for investments and short, medium and long-term objectives.
They always look to the future, so they consider plans for retirement, as well as possible one-off moves, such as moving to another country.
Family succession is also on the radar. Given the immense amount of assets, we chose those that make the most sense in terms of its history. More than investment advice, we offer a holistic view of your wealth.
Benefits:
- Geo Brazil
- Commission of R$ 49.00 per confirmed registration
- Available Materials
Come and enjoy!
