Alternative Investment  Fund Managers

Complex investment and financial management needs can not be met with standard solutions.

Founded in 2014, Bóveda Asset Management provides asset management services to investors by creating, developing and managing proprietary alternative investment vehicles and portfolios. We are focused on providing Investors with customized investment strategies and comprehensive wealth management services.

 

At Bóveda Asset Management, we believe a client’s portfolio must take into account where they are currently and where they need and want to go, as well as all of the other unique circumstances that apply to their specific situation. Our job and our goal is to assist investors in achieving their specific investment goals. 

 

For the past few years, we have been working with both individual and institutional Investors to customize and manage portfolios designed to optimize their probability of success.

 

We take our role as asset manager seriously by using proprietary strategies and techniques we have developed over the course of multiple market cycles to help investors build and retain wealth.

WHO ARE WE 

WHAT WE DO

 
 

OUR VISION


As an alternative investment vehicle manager we aspire to provide investors with investment products which will deliver superior returns  while providing security and capital preservation.

 

Our vision calls for the infusion of a group of like-minded investment professionals with the aim of creating an absolute return and performance focused asset manager with a set of clear and simple values with Real Estate as a foundation to help preserve principal investment capital. Focusing only on those areas at which the organization excels, this vision will be achieved with the launch of a series of innovative products targeting consistently strong investment performance.

 

Our success will be due to the direct result of placing our investor clients’ best interest at the heart of everything we do. From the largest wealth managers, to the contributions of individual investors, we will always value and protect those who entrust us to manage their portfolio.

 

 

CONTACT

Bóveda

OUR CONTACT INFO

15720 Brixham Hill Avenue

Charlotte, NC 28277-4784

Tel:  888.569.8883

Fax: 888.569.5893

Click Here for Map Location

Charlotte, North Carolina Location  

For inquiries, please fill in the following contact form:

 

United States

Charlotte, North Carolina

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Not FDIC insured | May lose value | No bank guarantee

 

Bóveda Asset Management, Inc is a registered investment advisory firm and investments into any fund managed by Bóveda Asset Management, Inc is not insured by the FDIC, and is not a deposit or obligation of, or guaranteed by Bóveda Asset Management or any affiliate. An investment in any Bóveda Asset Management, Inc managed fund involves risks, including possible loss of principal.

 

Please carefully read the prospectus or any offering memorandum and summary prospectus or and consider the investment objectives, risks, charges and expenses of any Bóveda Fund before investing. Call 888.569.8883 to obtain a prospectus; offering memorandum or summary prospectus, which contains this and other information about any of our offered fund or investment strategy.

 

Shares of the Bóveda Funds are offered only by a current prospectus or offering memorandum and are intended solely for persons to whom shares of US registered and non-registered funds may be sold. This site shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of shares of the Bóveda Funds in any jurisdiction in which such offer, solicitation or sale would be unlawful.

Bóveda Asset Management is a registered trademark of Bóveda Asset Management, Inc.