Strategic allocation • Asset management • International investments
Invest in dollars with strategy, governance, and a long-term vision.
Stream Asset & Wealth Partners offers access to structured international investment and wealth management strategies, focusing on capital preservation, income generation, and global diversification.
Global diversification with access to dollar-denominated markets.
Investors seeking to build wealth for the long term consider not only the choice of assets, but also exposure to different markets and currencies.
International allocation in dollars allows access to a broader financial environment, with a greater variety of instruments, market depth, and opportunities that are not available in local contexts.
More than a tactical decision, this is a strategic approach to building and preserving heritage.
A structured capital allocation process
Analysis of objectives, investment horizon, and risk tolerance.
Defining the volume to be allocated and the available infrastructure.
Careful selection of assets and structures aligned with the profile.
Continuous execution and monitoring of the allocation.
Each decision is made based on objective criteria, aligning strategy and asset context.
Strategies aligned with different objectives
We operate with a diversified approach, combining different asset classes and investment structures.
Fixed income in dollars
Strategies aimed at generating recurring cash flow, with a focus on stability and predictability.
Capital preservation
Allocations that prioritize asset protection and risk control.
Equity growth
Exposure to assets with potential for long-term appreciation.
Private credit and selected structures
Access to structured instruments and specific opportunities according to profile.
Strategies are defined according to investor profile and market conditions, with no guarantee of return.
Discipline, sound judgment, and continuous monitoring.
Asset management requires more than just initial allocation.
We work with selection criteria, risk analysis, and continuous monitoring, ensuring that the portfolio remains aligned with the investor's objectives over time.
Our operations are integrated into a broader ecosystem, allowing for a coordinated approach across investment, credit, and asset structuring.
Stream Asset & Wealth Partners serves investors seeking to structure a portion of their assets in dollars with a professional, long-term approach.
Solutions are available for different allocation levels, including:
- Investors starting from US$100,000
- More structured demands for profiles above US$1 million.
Each strategy is built individually, taking into account the investor's context and objectives.
Ecosystem
When the investment evolves into an equity structure.
In some cases, the investor's need goes beyond capital allocation and involves issues such as asset organization, succession planning, or international structures.
In these scenarios, integration with Summit Global Management allows for a more in-depth strategy with a broader approach.
Wilson Cotrim
Managing complex structures requires more than just market knowledge.
With a professional background built directly within the United States financial environment, he operates within one of the most rigorous systems in terms of regulation, governance, and supervision.
Graduated in Business Administration from Michigan State University, It has been operating in the American financial market for over a decade, under license from the American regulatory system. Nationwide Multi-State Licensing System and Registry – NMLS license ID 1420309
Its operation is subject to federal audits and examinations, ongoing education, and constant regulatory oversight, leaving no room for improvisation. This is a responsibility to the U.S. government, ensuring high standards of transparency and safety.
Throughout its history, it has structured an ecosystem of specialized companies, with the goal of connecting clients to different aspects of the American financial system in an organized and strategic way.
Start your investment analysis.
The process begins with a structured conversation to understand the investor's profile, objectives, and context.
Where are we located
- 1360 N Bullard Ave, #102 Goodyear, AZ 85395