01
Goal before product
Before any product recommendation, the plan defines capital use, time horizon, liquidity and risk capacity.
Investment Consulting
You are notalone anymore.
Strategy built for your goals. No conflicts of interest. No disguised products.
+R$Under advisory
99%Retention rate
7+Years operating
12Specialists
Who we are
An investment house for a new world.
Mercurius combines global macroeconomic analysis with proprietary technology to protect and grow client wealth. We operate with total independence: no product commissions, no preferred platform and no hidden conflict in the recommendation.
Mercurius combines global macroeconomic analysis with proprietary technology to protect and grow client wealth. We operate with total independence: no product commissions, no preferred platform and no hidden conflict in the recommendation.
Investment philosophy
Lies the market told you.
Five principles to reduce noise, cost and conflict in portfolio decisions.
02
Less betting, more method
Recommendations replace isolated guesses with index rules, broad exposure and repeatable discipline.
03
Built for cycles
The portfolio is tested against rates, inflation, growth and stress before any product selection.
04
Truly global
The portfolio spreads risk across regions, currencies and return sources, without depending on a single market.
05
Aligned incentives
Fixed fee, no product commissions and no preferred platform. The recommendation follows the client.
Backtest 2015-2025
The invisible cost of compounded mistakes.
A simplified narrative from the simulator: capital starts at R$1m and compounds through ten years. Each mistake shrinks the base that would keep earning.
Missing the big winners
Missing the best cycle moments
High fees erode the risk premium
When mistakes stack
R$ 1.000.000Jan/2015 - Jan/2025no contributions
ReferenceR$3.59m13.6% p.a.
SelectionR$655kleft behind
TimingR$2.51m9.7% p.a.
CostsR$2.89m11.2% p.a.
Consulting
A structured process in 3 steps.
From initial analysis to ongoing management: a structured process to professionalize your investment approach.
Diagnosis
Complete mapping of your profile, goals and current portfolio.
- Full portfolio and history analysis
- Risk and inefficiency identification
- Time horizon and real goals definition
- Kickoff meeting for alignment
Implementation
Every change executed alongside you. Exclusive channel for coordinating operations.
- Step-by-step coordination
- No changes without alignment
- Real-time dashboard visibility
- Exclusive communication channel
Monitoring
Continuous, personalized and agile support. An analyst always available.
- Exclusive insights channel
- Periodic alignment calls
- Grounded suggestions with context
- Real-time alerts and adjustments
Technology
Your wealth, visible in real time.
The operation combines human recommendation, consolidated visibility and portfolio alerts to reduce delay between decision, execution and monitoring.
PORTFOLIOConsolidated viewonline
RISKScenario risktracked
LIQUIDLiquidityin focus
GLOBALGlobal exposureactive
CLIENTClientcentered
The operation combines human recommendation, consolidated visibility and portfolio alerts to reduce delay between decision, execution and monitoring.
Team
The people behind the strategy.
Solid fundamentals, applied technology and close monitoring support the recommendation.
Macroeconomics
Rates, inflation, growth and liquidity readings to guide allocation with context.
Strategy
Portfolio construction with rules, broad exposure, risk control and operating discipline.
Monitoring
Recurring communication, change alerts and support to keep the plan executable.
Solid fundamentals. Strategy beats timing.
You do not need to beat the market. You need a portfolio built for any scenario, and someone by your side to stay the course.