At Amauta our goals are to provide a personalized level of service and to give the everyday investor access to institutional style portfolio management.

Portfolio construction and management can be done a number of ways. We believe in investing in a concentrated group of world recognized companies.

"There should be adequate though not excessive diversification. This might mean a minimum of ten different issues and a maximum of about thirty."

Benjamin Graham

We don't track a particular benchmark and we like stocks of all company sizes. 

We customize our portfolios for the everyday investor seeking growth, income or preservation of principal. Our businesses selected, all share some common characteristics that in our opinion, will help increase the chance of these outperforming the broader stock market over time:

  • Industry Leaders 

  • Attractive Valuation

  • Changing Internal Dynamics

  • Market Share Opportunities 

Always Human-driven.

We believe in a human based approach to both our investment process and service we provide our customers. We manually scan through a universe of about 5000 stocks of which we work with about 100 of these to further analyze through our proprietary investment process and portfolio construction. 

From there we determine the group of stocks and invest you directly in these. We adjust weight and style of stocks according to your individual investment time horizon and risk tolerance. 

We like to think your portfolio is the "top of the line" for your particular time horizon and risk appetite. 

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Cash is King.

At Amauta we manage downside protection or "hedge" your portfolio by shifting your allocation to cash based on market conditions. We believe that holding cash is a more cost effective way to weather out tough market environments since it costs you nothing!

We range the cash exposure in your portfolio based on your individual risk tolerance, investment time horizon and market conditions. 

Amauta isn't for everyone.

Many investors think of investing as something more passive and are more confortable in a ETF strategy that covers the broad stock market, often controlled by robots and algorithms. Others, we recognize that you aspire to have human contact and compound your capital at rates of return that are higher than those of the general stock market. 

If you find yourself in the latter camp and enjoy being in a selected group of companies, than we think you are going to like Amauta. 

  

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