Portfolio Management

We proactively manage clients' assets, liabilities and liquidity profiles with simple, flexible, and innovative solutions that guarantee improved performance and lower risks.



Our in-depth understanding of the intricacies of wealth creation and management ensures that every aspect of our advice - from assessment to delivery and implementation - is tailored to your unique requirements.


Alternative and Impact Investing

We support a wide range of corporates, governmental departments, and other institutions by offering our best-in-class strategic/financial advisory

Licensed by the Securities & Exchange Commission as a Fund/Portfolio Manager.

Become a client

When you join Certari, you become a Certarian and the possibilities become endless