The core activity of True Magma AG is asset management (Gestão de Ativos) and consulting (Consultoria) in the field of renewable energies, particularly geothermal energy.
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Industry:External Asset Management
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Wealth management with asset allocation, ongoing monitoring, medium- and long-term strategies, and a focus on liquidity and regular income.
Investment advisory
Investment advisory with analysis and investment advisory, support for risk management, and monitoring of the client’s risk profile and time horizon.
Succession planning
Succession planning, integrated into complementary services for investors, with coordination with specialized partners.
Tax returns
Tax returns for investors, provided as a complementary service in collaboration with specialized partners.
Banking and custody monitoring
Monitoring of accounts and portfolios at Swiss custodian banks, with regular statements and recording of assets in the client’s name.
Investment strategy AMC TM Balanced USD Strategy
Proprietary investment strategy in an active management certificate, focused on a balanced portfolio of investment-grade bonds and growth opportunities.
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