The infrastructure forLatin American wealth management.
Investment capabilities, technology and an operating team to broaden your wealth proposition and grow your international business.
Your firm, at the forefront. Our structure, in support.
Investment adviser with state registration in the U.S. (Florida, Wyoming, New Mexico).
Oaks Valley Financial Services, LLC d/b/a Wakeful
Assets are held at each account's custodian. Availability depends on the program and the jurisdiction.
Your brand. New capabilities.
For banks, broker-dealers, advisory firms, wealth managers, family offices and independent investment professionals.
Your firm leads the relationship.Wakeful is the responsible adviser.
How it is structured: you take part as a regulated sub-adviser or as a referrer, always under a written agreement. The client contracts with Oaks Valley Financial Services, LLC, which retains fiduciary responsibility.
Six capabilities. One standard.
Operations
Behind every operation there is a dedicated team. Technology streamlines the process; people respond and follow each case.
Operations
Behind every operation there is a dedicated team. Technology streamlines the process; people respond and follow each case.
Built by advisors,for advisors.
We built artificial intelligence into the product from the start. In the CRM and the back office, AI streamlines your team's operational work, and every step goes through human review.
Client app
LiveWhat your clients see: positions, reports and documentation, with the look of a global institution.
Back office
LiveDaily operations, orders and account management, from opening to closing, integrated with the custodians.
CRM
LiveYour firm's commercial relationships, organized: pipeline, clients and documentation in one place.
Digital account opening
LiveEnd-to-end client onboarding, with profiling and regulatory documentation built in.
Global managers.Our own judgment.
Our Investment Team defines the strategies and Wakeful manages the portfolios within the agreed scope. AI supports the operational work; investment decisions are made by people.
Open architecture
Wakeful strategies built with funds from a range of global managers.
Strategy Team
Wakeful defines and reviews its strategies with its own independent judgment.
AI, in the operation
AI-assisted account opening, documentation and reporting, with professional review at every step.
AI assists the professional; the investment decision is always made by a person.
What happened, what to watchand how it may affect portfolios.
The weekly read
The weekly report from Wakeful's strategy team: a global view on what happened in the markets and how it may read for a portfolio.
Training and content for your team
Training and analysis designed to enrich your dialogue with each client.
