Amauta is simple and easy to understand.

What is Amauta?


Amauta is a Registered Investment Advisor. We are active money managers that monitor metrics from different research companies and social media sentiment to determine direction of a particular stock or sector.




How does Amauta Work?


At Amauta we use concentrated strategies with companies of all sizes. We try our hardest to keep macro concerns out of our decision process. We use data from holdings of the largest funds on Wall Street to select their highest conviction stocks. We use our proprietary investment selection process to invest your money directly into these stocks that are updated on a monthly basis. We then, based on your risk tolerance, give you a personalized "hedge" exposure of 0-50% using cash.




How safe is my money?


At Amauta we take security very seriously. We protect all your personal data and financial information using Secure Sokets Layer (SSL) and 256-bit encryption. Your assets are held at one of our custodians, either LPL Financial or Interactive Brokers both being leading custodians across the financial industry.




How much does it cost?


Our pricing is very transparent. We charge a flat fee of up to 2% per year of the assets we manage for you.




How liquid is my money?


At Amauta we don't believe in locking up your assets so, you can add or withdrawl funds usually within 2-4 business days. However, we strongly encourage a long-term oriented mind set of buy and hold.




Can you tell me more about how my money will be invested?


Your money will be invested according to your risk tolerance and investment objectives into one of our seven different portfolio models that we manage at Amauta. Usually, these consist of a basket of 10-40 stocks. These are high quality businesses as determined by criterias of our own proprietary investment selection process. Your portfolio will also hold a level of cash, used as a "hedge" in choppy market environments. Rebalancing happens every month and a few stocks usually leave the portfolio and others come in. Any of our seven models are customizable to fit your individual needs and risk tolerance.




How much and how often should I invest?


It depends on your goals, risk tollerance and investment objectives. We recommend contributing on a recurring basis to establish a healthly investment habit.





  

Disclosure

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Amauta Financial (“RIA Firm”) is a registered investment adviser located in Alexandria, Virginia. Amauta Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Amauta Financial’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Amauta Financial’s web site on the Internet should not be construed by any consumer and/or prospective client as Amauta Financial’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Amauta Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Amauta Financial, please contact the state securities regulators for those states in which Amauta Financial maintains a registration filing. A copy of Amauta Financial’s current written disclosure statement discussing Amauta Financial’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Amauta Financial upon written request. Amauta Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Amauta Financial’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.The information provided by Amauta is educational only and is not investment or tax advice.

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Contact us: support@amautafinancial.com

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The information provided by Amauta is educational only and is not investment or tax advice