Image related to the story of wolves in Yellowstone

GLOBAL MARKET SOLUTIONS WITH CUSTOMIZED STRATEGIES FOR INDIVIDUAL AND INSTITUTIONAL INVESTORS

About Us

We are an asset manager operating in global markets, with a team of senior-level specialists and strategies designed for each client's objectives, delivering profitability with safety and consistency.

Why W14?

The story of the wolves in Yellowstone is complex and engaging. In the early 20th century, these majestic predators were relentlessly hunted and killed, seen as a threat to livestock and hunting. By 1926, the last wild wolf was officially exterminated from the park, causing an ecological imbalance of epic proportions. The absence of wolves led to an explosion in the elk population, which excessively grazed on vegetation, leading to soil erosion and river degradation.

Over time, science evidenced the crucial role of wolves in the food chain. In 1973, the U.S. Endangered Species Act paved the way for the reintroduction of wolves in Yellowstone, a controversial decision for some ranchers and hunters who feared for the safety of their animals and the impact on hunting. Despite the resistance, the reintroduction of wolves went ahead. In 1995, 14 wolves were reintroduced in two areas of the park.

In less than two years, the return of wolves triggered a cascade of positive effects on the ecosystem. By preying on elk, wolves controlled their population, allowing the ecosystem to regenerate, benefiting many other species; rivers recovered, water quality improved, and the park\s biodiversity flourished. Since then, the wolf population has grown steadily, reaching about 1,700 individuals by 2023.

Like the wolves of Yellowstone, we work in our natural habitat to establish the financial balance of each client, with the most suitable allocations for each profile, enabling their projects to thrive regardless of market adversities.

WE ARE FREE OF CONFLICT OF INTEREST

We charge a fixed management fee on your portfolio resources, without earning anything extra for allocating resources to products that are not favorable to your goals or investor profile.

Investment Advisory (IA) and Retail/Private Banks

People are increasingly understanding that the conventional service model does not place the client as the most important part of the business, whether in Investment Advisory (IA) or Retail Banks.

Retail Banks

Understand: Your bank manager works for the Bank, not for you. They have remuneration and reward targets that you do not know. They have goals for "products" that may not make sense for you at that moment, or ever. Retail managers have goals for insurance, capitalization bonds, consortia, pension plans, among others. They have access to investment vehicles from other institutions, such as higher-yielding CDBs from smaller banks, so they could allocate a portion of your resources with FGC guarantee. If they capture your resources for their own bank, they can be lent and generate the famous "Spread," the greatest source of profitability in our banking sector. Why would they put you in a better product FOR YOU? Try transferring your money to another type of Management; they will certainly come back with a more diversified investment portfolio proposal (still with a preference for the bank's own investment funds). This happens with our clients before they can transfer their financial resources from these institutions.

Investment Advisory (IA)

Your Investment Advisor may or may not work for you. As good as your "IA's" intentions are, they are tied to only one institution. Each "product" on the platforms of brokers and investment banks has different negotiations between institutions. That is, some "products" are more profitable for the intermediary; in this case, the Advisor doesn't know. There is also the Advisor who, let's say, "doesn't have the best of intentions." Assets with higher profitability for them and higher risk for you. One example is the COE (Structured Operations Certificate), which ends up being a great source of fees for the Advisor and little profitability for the client. Advisors receive in advance when allocating to an asset, that is, the longer the fixed income, the more years of Spread the advisor receives in advance, and besides, they block the client's resources in the institution for a longer time. Early exits from fixed income also generate good fees for advisors. The access to Global Markets that investment advisories have abroad is not adequate. They follow the same principle of "product sales," with these fees being very high for clients; even the less ethical Advisor finds it difficult to "push" this sale.

Private/Wealth Management of Retail Banks

For clients with liquidity above R$ 10,000,000.00, the service is provided by "Private Bankers." More qualified bankers (usually with CFP) focused on the financial wealth management of clients (Wealth Management). Like retail clients, resource capture tends to be directed to the bank itself through its own investment funds and fixed income. In addition to this clear Conflict of Interest, "Private Bankers" also have unknown goals. Given the Private client's lack of knowledge of access to Global Markets, trust is placed in the same institution, which tends to practice high fees.

W-hat is the solution for YOU?

We charge a fixed management fee on your portfolio resources. We do not earn more by placing the client in riskier products, outside the investor profile, or outside the investment horizon. We receive the management fee monthly, which means we do not receive in advance for services we have not yet provided. This makes it possible to sell fixed income assets at a profit when there is a drop in interest rates or to adjust allocation by asset category in case of changes in macroeconomic expectations. We are "plugged" into several large institutions and brokers in Brazil and abroad, and regarding this, we have two other major advantages over bank managers and investment advisories: our two Senior Managers are licensed by the CVM to define with the client the percentages in each asset class and execute when it is the best time without bothering the client with emails and "push" authorization. The other advantage is that we open accounts in the client's CPF in several institutions, making each compete with better rates to keep the resources in that institution. Retail banks take advantage of the client's convenience and lack of time to define the rate they find best. We have access to Global Markets with ease and very low remittance costs for investment accounts, meaning your resources will be wherever it is best for YOU. We do not work for any institution. We work for YOU.

Our Manager follows the most rigorous Code of Ethics and Professional Conduct Standards:

W14 - Asset Management affirms compliance with the Code of Ethics and Professional Conduct Standards of the CFA Institute. This affirmation has not been verified by the CFA Institute. Professional Conduct Standards Asset Manager Code But at what cost? Private Service - From R$ 10,000,000.00. Under the same terms as the Private Area of large banks and we will soon have Wealth Management. Retail Service - From R$ 300,000.00 - you practically don't pay anything extra for our work. The fees that advisories would receive are no longer deducted from you. We charge an annual management fee (paid monthly) equivalent to the average of the "products" that banks and advisories sell.

We will no longer allow the elk to destroy the financial balance of your projects.

WE ARE THE WOLVES.