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Forest Road

Our Approach

Investment Management

Balancing protection and growth through global portfolios.

"Preserving today while creating opportunity for tomorrow."

Family Wealth Growth Strategy

Investment Management Growth
Investment Management Growth

Diversified Portfolio

Broaden asset allocation to reduce risk and strengthen overall returns.

Private Equity

Invest in high-potential private market opportunities for long-term growth.

Thematic Investments

Capture emerging trends and growth opportunities in future-driven sectors.

Tax Optimization

Enhance long-term returns through effective tax structures and strategic planning.

ESG Investments

Pursue sustainable and socially responsible opportunities that align with family values.

Risk Management

Protect family wealth by managing credit, interest rate, and market exposure.

Liquidity Planning

Ensure sufficient cash flow through well-structured asset allocation and investment planning.

Family Wealth Growth Strategy

Investment Management Growth

Diversified Portfolio

Broaden asset allocation to reduce risk and strengthen overall returns.

Private Equity

Invest in high-potential private market opportunities for long-term growth.

Thematic Investments

Capture emerging trends and growth opportunities in future-driven sectors.

Tax Optimization

Enhance long-term returns through effective tax structures and strategic planning.

ESG Investments

Pursue sustainable and socially responsible opportunities that align with family values.

Risk Management

Protect family wealth by managing credit, interest rate, and market exposure.

Liquidity Planning

Ensure sufficient cash flow through well-structured asset allocation and investment planning.

Interested in Learning More?

We are a professional, boutique firm that specializes in serving the needs of families of wealth with a personal touch. We’d love to start a conversation. 

Investment

[ in-vest-muhnt ] noun

The act of committing capital to generate growth and security

We believe families deserve portfolios that balance growth with protection. Anico’s investment management combines institutional-grade expertise with a global perspective, giving families access to opportunities that endure across generations.

  • We provide access to a wide range of asset classes — equities, bonds, real estate, private equity, and alternatives — tailored to each family’s risk profile and objectives. This global diversification helps safeguard wealth while creating long-term growth.

  • Our investment team conducts deep market analysis to identify opportunities with strong fundamentals. By combining data-driven research with international experience, we guide families toward strategies that deliver sustainable returns.

  • Protecting wealth is as important as growing it. We implement disciplined risk controls and monitoring frameworks to ensure portfolios remain resilient against volatility, regulatory shifts, and market cycles.

  • More families are choosing to align capital with values. We integrate ESG principles into investment strategies, ensuring portfolios support responsible growth while reflecting the family’s long-term vision.

  • Through our global network, families gain access to exclusive investments not typically available to individual investors, from institutional-grade funds to curated private market opportunities.

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