Investment Adviser · United States
Permanence. Your wealth in dollars, protected in the United States.
Custody in your own name at Interactive Brokers. We never touch your money.
The three risks
A lifetime of work should not depend on a single country.
Currency
Over the decades, the real has lost most of its value against the dollar.
Why it matters
Wealth concentrated in a volatile currency ages poorly, and retirement is measured in decades.
Taxation
Rules change, rates rise, reforms now reach assets held abroad.
Why it matters
Structure matters more than returns, and it has to be designed before, not after.
Succession
Without planning, passing wealth to heirs becomes a process: slow, costly and public.
Why it matters
The right structure can bring inheritance closer to continuity than to procedure.
Your wealth, in dollars, structured to cross generations.
How it works
A fiduciary model, three visible steps.
Private conversation
We listen to your story, your wealth and your concerns, in Portuguese or English, with no commitment.
Confidentiality
The conversation is private. Nothing is shared, and talking to us commits you to nothing.
Structure and design
We define account titling, the tax and succession structure and the portfolio that fit your profile.
How we decide
Every decision is explained before it is made: why this titling, why this structure, why this portfolio.
An account in your name
You open your account at Interactive Brokers and authorize us to manage it.
What follows
Clear reporting, periodic reviews and full visibility of your positions, always.
We serve a limited number of Brazilian families, from US$1 million in investable assets.
SEC-registered structure, fiduciary duty to your family.
Rodrigo Motta Mendes, Investment Adviser, United States
The adviser
One name, one face, one responsibility.
Rodrigo is the investment adviser behind every decision at Motta.
How he works
He personally serves a limited number of families, with the closeness and discretion a wealth relationship demands.
“If something happens to me, my family is protected.” That is the sentence we build, in dollars, with structure.Meet the philosophy and the adviser →
Security
The account is yours. We never hold your money.
100%
of custody in your own name at Interactive Brokers, a Nasdaq-listed broker regulated by the SEC and FINRA.
0
conflicts of interest: fee-only compensation, no product commissions.
1 click
is all it takes to delink the adviser. The account, and everything in it, stays yours.
Portfolios
Three architectures, one spectrum.
From preservation to growth, your portfolio is designed from your profile, in dollars, with low-cost global exposure.
Illustrative structures. Not an offer or an individual investment recommendation.
How we choose each position →Perspectives
For those who think in decades, not quarters.
Our letters and analyses are written in Portuguese, for Brazilian families.
Browse the library →