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MA Motta Advisors

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Legal notice

  1. Nature of services. Motta Advisors LLC (“Motta”) provides investment advisory services as a registered investment adviser in the United States. Registration does not imply any level of skill or training, nor endorsement by any regulatory authority.
  2. Informational content. The information on this site is institutional and educational in nature. Nothing herein constitutes an offer, solicitation, investment recommendation, or individual legal, accounting or tax advice.
  3. Risk. All investing involves risk, including the possible loss of invested capital. Past performance does not guarantee future results. Currency fluctuations may affect the value of investments denominated in foreign currency.
  4. Custody. Motta does not hold custody of client funds. Accounts are opened in each client's own name at Interactive Brokers LLC, an independent broker, member NYSE/FINRA/SIPC. Protection figures and features cited reflect the broker's official disclosures as of the dates indicated and may change.
  5. Tax and succession matters. References to taxation and succession are structural and general in nature, involving U.S. and Brazilian rules subject to change. Decisions should be made with specialized legal and tax counsel for the specific case.
  6. Jurisdiction. Services are provided under applicable U.S. regulation and are subject to eligibility requirements. This site is not directed to jurisdictions where its availability would be contrary to local law.
  7. Regulatory documents. Motta Advisors' Form ADV is available upon request and through the SEC's public system (IAPD).