Bradesco Global Advisors

Bradesco Global Advisors Inc. is a registered Investment Adviser with the United States Securities and Exchange Commission, established in 2002 and wholly owned by Bradesco Bank. The firm manages $172,709,474 in Assets under Management (AUM) as of December 31, 2024, offering investment advisory services to individuals and institutional clients. BGA provides discretionary investment advisory services through various types of accounts tailored to clients' objectives. The firm specializes in a Wrap Fee Program for international clients, managing approximately $12,829,451 in net assets. Additionally, BGA acts as a subadvisor for offshore pooled investment vehicles, managing around $159,880,023 in net assets under sub-advisory agreements. For retail clients, BGA's fees range from 1.00% to 1.85% of assets under management, with fees automatically deducted monthly. The firm's investment strategies focus on global macro analysis and sectorial reviews, utilizing third-party research and direct company contact. BGA's investment strategies include long-term purchases, short-term purchases, and tactical strategies, with a focus on ETFs for retail clients. Clients are advised on various asset classes, including equities, fixed income, and commodities, with a risk of loss inherent in all investments. BGA does not charge performance-based fees and requires a minimum relationship balance of $5,000. The firm operates under a Code of Ethics to ensure ethical conduct and client confidentiality. Clients have access to account information through a website and mobile app, with periodic performance updates provided. BGA does not vote proxies on client securities, and clients are responsible for voting their proxies.