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Private financial advisory

Financial leadership for companies. Wealth advisory for individuals.

Since 2020 we have advised families and SMEs on financial leadership and wealth advisory tailored to each of them. With judgment, discretion and a partner in charge of every relationship.

Request a meeting

First meeting is confidential and without commitment.

Since
2020
Balanz, Grupo IEB or Inviu
ALyC
Licensed financial advisors
CNV
One partner per client
1:1

The firm

A boutique firm, by referral.

We started in 2020, one of the most challenging years for the Argentine economy. We have worked the same way ever since: starting from the specific needs of each client, with no standard formulas.

We work with a limited number of clients, most of whom come to us by referral. This way every relationship is led by a partner who knows the case in detail and is personally accountable for it.

A partner, not an account manager
You always speak with the person who knows your case and makes the decisions on it.
Tailored to each client
There are no standard packages: every proposal starts from the specific situation and objectives of the person who consults us.
Built for Argentina
Inflation, currency controls, regulation: the local context is part of every analysis we make.
Confidentiality
Your financial information never leaves the firm. Ever.

Services

Two specialties, one standard.

Companies

Outsourced CFO

We take on your company's financial leadership as if we were part of the team, without the fixed cost of an in-house finance director. Designed for companies that have grown too large to run their finances on instinct.

  • Planning and budgeting

    We build the annual budget and track it month by month, so decisions rest on numbers rather than intuition.

  • Treasury and cash flow

    We forecast receipts and payments for the coming weeks to anticipate shortfalls and put surpluses to work.

  • Financing

    We assess alternatives —banks, discounted checks, corporate bonds, leasing— and negotiate the terms.

  • Board and shareholder reporting

    A clear monthly dashboard: results, cash, debt and the key indicators of the business.

  • Investment of surplus cash

    We put idle company cash to work with instruments that match its time horizon.

  • Currency hedging

    We design strategies to protect margins and debt against exchange-rate swings.

How it works

We define the scope together at the first meeting, based on what each company needs: from a specific project to full financial leadership, with regular meetings with the owners or the board and direct availability for urgent matters. When the company invests or raises funds in the market, it does so from its own account at the broker of its choice.

Individuals

Portfolio construction and monitoring

We build and monitor your investment portfolio starting from one question: what is this money for? Retirement, your children's education or protecting wealth against inflation each call for a different portfolio.

  • Assessment

    We understand your objectives, time horizon and risk tolerance before proposing any investment.

  • Portfolio construction

    We design a portfolio diversified across local and international instruments, suited to your profile.

  • Monitoring and rebalancing

    We review the portfolio regularly and propose adjustments when the context or your objectives change.

  • Reports

    Clear periodic reports: what you hold, how it performed and why.

How it works

Your money always stays in a brokerage account in your own name at the broker (ALyC) of your choice: Balanz, Grupo IEB or Inviu, all regulated by the CNV. We advise; you keep ownership and control of your investments at all times.

We operate through

  • Balanz
  • Grupo IEB
  • Inviu

Brokers (ALyC) regulated by the CNV. Accounts are always in the client's name, whether an individual or a company.

Who we serve

Families and SMEs looking for a partner, not a vendor.

Companies

  • SMEs and family businesses that want to professionalize their financial management.
  • Growing companies that need to put their finances in order to take the next step.
  • Companies seeking financing or considering their first capital markets issuance.
  • Owners who spend too much time on cash management and too little on the business.

Individuals

  • Families, business owners and professionals who want to manage their wealth with judgment and a long-term view.
  • Those who want to protect their savings from inflation and currency volatility.
  • Those who received a significant sum —the sale of a business, an inheritance— and want to invest it wisely.
  • Investors who prefer to delegate the analysis without giving up control of their funds.

Partners

Accountable for every relationship.

Discretion is part of our work: we do not publish our client list or our backgrounds. We prefer to share them in person, at the first meeting.

How we work

A simple, private process.

  1. 01

    Initial meeting

    A confidential, free conversation to understand your situation, your objectives and whether we can help.

  2. 02

    Assessment and proposal

    We analyze the starting point and present a concrete written plan: what we will do, in what timeframe and on what terms.

  3. 03

    Ongoing guidance

    A partner in charge, regular meetings and direct availability when it matters.

FAQ

What clients usually ask us.

Where does my money stay?

Always in an account in your own name at the broker (ALyC) of your choice —Balanz, Grupo IEB or Inviu—, all regulated by the CNV. Hedge Partners neither receives nor holds client funds: we advise on the investments and you keep ownership and control of your account.

How do you charge?

It depends on the service. For corporate financial leadership, fees are based on scope. For investment portfolios, it depends on the case: through the commissions of the broker where you hold your account, or an agreed fee. We always put it in writing before starting, with no hidden costs.

Is there a minimum amount?

We do not publish minimum amounts. We work with a limited number of clients so we can give each one the attention it requires, and we assess every case at the first meeting.

Are you registered?

Yes. Our partners are financial advisors licensed by the Comisión Nacional de Valores (CNV), Argentina's capital markets regulator. You can verify it in the CNV public registry with our license numbers, No. 1543 and No. 1194.

Do you work with clients outside Buenos Aires?

Yes. We serve clients across the country and abroad; meetings can be in person or by video call.

Can I stop working with you at any time?

Yes. Your account is in your own name at the broker, so your investments remain yours if the relationship ends. For companies, the scope and length of the engagement are agreed in the proposal.

Contact

Request a meeting

Share your details and a partner will get in touch. All information is handled in strict confidence.

  • Your first meeting is free and without commitment.
  • A partner replies within 48 business hours.
  • Your information never leaves the firm.
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