Investment Adviser · United States
Preservation. Your wealth in dollars, protected in the United States, for you and your heirs.
The three risks
No wealth should be exposed to the risk of a single country.
Currency
The real ages poorly.
Taxation
Without strategy, taxation erodes wealth.
Succession
Without structure, wealth can be squandered.
Methodology
The US lists over 5,000 funds. Few make it into your portfolio.
Six criteria define the core, at 80%, and satellites of up to 5% each, for specific opportunities.
5,000
the universe
80%
core; satellites up to 5% each
- Geography
- Sectors
- Risk
- Managers
- Liquidity
- Cost
April 2026 count: about 5,100 US-listed ETFs, per J.P. Morgan Research. Illustrative structure; not an individual recommendation.
Follow the funnel, criterion by criterionSecurity
Security that does not depend on our word.
100%
of custody held in your name at Interactive Brokers, one of the largest American brokers.
0
product commissions. Our only revenue: the management fee on assets under management, agreed with you.
1
fiduciary duty, owed to you and your family.
Insights
The numbers heirs discover too late.
Our letters are written in Portuguese, for Brazilian families.
All insightsThe conversation
“If something happens to me, my family is protected.”
That is the sentence we build, in dollars, with structure.
Confidential · No commitment · Directly with a partner
From US$1 million in investable assets. Criterion as of August 2026.