Welcome to Baluarte.

We help individual investors, families and institutions protect their wealth and achieve their financial goals.

We are a financial intermediary registered with and supervised by CMVM that fulfils the need for investment advice of international standards based on the values of independence, transparency, experience, efficiency and dedication.

Our team has over 25 years of experience in investment management.

We would be delighted to meet you.


Baluarte is completely focused on investment advisory. Focusing on one service allows us to perfect every detail. Through Baluarte you will have access to a wide range of markets and international investment funds with maximum operational and cost efficiency. With us you will benefit from:

  • Analysis of your financial situation

  • Financial expression of your life goals

  • Definition of your risk profile

  • Definition of the ideal structure for your financial assets

  • Definition of the most adequate investment strategy considering the market environment and your specific profile

  • Selection of the financial instruments to use in building your investment portfolio

  • Preparing all necessary trade information for your approval and transmitting it to the financial intermediary (bank) of your choice

  • Continuous follow up of your portfolio, with analysis of any deviation from parameters and goals and proposal of both preventive and corrective measures

  • Portfolio reports, including valuation, trade recap and performance analysis

  • Macroeconomic and market review and outlook

  • Your own financial advisor, always available

  • Our institutional clients may request that a member of our team accompanies them in their meetings and investment committees

If and when necessary, Baluarte brings its clients together with its legal advisors to ensure the most rigorous advise in all areas.


Independent from any economic group and wholly dedicated to investment advisory, all we care about is you
The most advanced information systems, used by the largest advisors and international investment managers
We advise on your investments, your bank provides asset custody and safe keeping, and everything is done with your prior knowledge and consent
All costs are clearly presented to you and we do not receive any incentives or retrocessions from either banks of fund managers – if we recommend an investment it’s because it is good for you
For the last 20 years our team has been managing mutual and pension funds, and advising banks and institutional investors
We give you access to investment products and services at the lowest cost, net of incentives and retrocessions, or else we make sure they are credited back to you
Global reach
We offer access to investment opportunities in the whole world and specialized mutual funds managed by the best international fund managers
Our clients reward us over time for our continued advice, so we have to deserve their trust every day

Business Partners


Baluarte’s partners have more than 25 years’ investment experience, including:

  • Mutual and pension fund management, including International investment manager selection
  • Advising foundations and family offices, as well as fund managers, pension funds and insurance companies


Travessa da Trindade, 16 – 3°D
1200-359 Lisboa

Phone +351 210 499 680
Fax +351 210 499 689