Our Services

Investment Analysis & Special Situations

Investment Research & Financial Analysis
Custom Financial Models & Valuation Techniques
Due Diligence & Investment Memorandums
Strategic Deal Structuring & Operational Advisory

Alternative Investments & Fund Advisory

Fund Due Diligence & Analysis
Manager Selection & Risk Assessment
Traditional ↔ Alternative Portfolio Optimization
Strategic Advisory for Golden Visa Investments

Portfolio Management Services

Portfolio Construction & Asset Allocation
Rebalancing and Portfolio Monitoring
Traditional & Alternative Strategies
Tailored Investment Advisory

Golden Visa Investments

Specialized Golden Visa Support
Fund Manager Research
End-to-End Guidance

Why choose us

Our founder brings years of experience from New York’s fast-paced investment industry, now committed to uncovering value in the Portuguese and broader European markets. This unique vantage point means our clients benefit from global insights applied with local precision – whether it’s selecting high-performing alternative funds, evaluating real estate projects, or building cross-border portfolios. We understand both your background and your destination, helping you invest smarter as you transition globally.

Unparalleled Expertise and Credentials

Our team holds both CFA® and CAIA® designations, representing the pinnacle of financial and alternative investment knowledge. This dual expertise ensures robust and reliable analyses across diverse asset classes.

Ethical Excellence & Professional Integrity

Adhering to the strict Code of Ethics and Standards of Professional Conduct set forth by the CFA® Institute and the CAIA® Association, we deliver unbiased, transparent advice fully aligned with your objectives.

Tailored, Transparent Engagement

We customize our advisory services to meet your specific needs, offering clear fee structures and compensation methods that are fully disclosed and compliant.

Innovative, Data-Driven Strategies

Our holistic, quantitative approach covers every aspect of the investment lifecycle, delivering clarity and capturing upside across opportunities informed by data analyses.

get started

Let us help you navigate your financial journey with confidence, discipline and responsibility. 

Reach out to us for a free consultation

Southern Oak Advisory Unip Lda