What is discretionary management?

We offer discretionary management with Curvo, which means we handle your investments for you.

When you sign up, we ask you a series of questions to understand:

• your goals
• your appetite for risk
• your time horizon for investing

Based on your answers, we assign you a portfolio tailored to your profile. We then take care of its management, including rebalancing and reinvesting dividends.

You still have 24/7 access through the Curvo app and can add money to your portfolio whenever you like. Learn more about our process by reading through our investment philosophy.

Updated on: 04/03/2026