Philosophy
Preserve first. Always.
The wealth that reaches us took a lifetime to build. Our first obligation is not to multiply it. It is to make sure it remains.
Independence
Why independence changes everything.
Motta Advisors is a registered investment adviser (RIA) in the United States, bound by a fiduciary duty: the legal obligation to act in your best interest.
We are compensated exclusively through transparent fees, never through product commissions.
What that changes in practice
A bank sells the bank's shelf. A commissioned broker earns when you trade. An RIA answers to your interest by legal obligation, not by commercial choice.
Where our revenue comes from
We have no products of our own, receive nothing from third parties, and earn nothing you don't see itemized on your statement. When your wealth grows safely, we both win. It is the only alignment we accept.
We don't sell returns. We sell permanence.
Rodrigo Motta Mendes
The adviser
Rodrigo Motta Mendes
Investment Adviser · United States
Rodrigo Motta Mendes is the investment adviser responsible for every Motta Advisors portfolio.
The person who designs your structure is the same person who answers your message.
How the relationship works
He personally serves a limited number of Brazilian families investing in the United States. There is no service desk, no relationship manager, no account rotation.
Registration verifiable with the SEC: IAPD, Investment Adviser Public Disclosure →
The word that defines us
Why Permanence.
Returns are a photograph; permanence is a film.
Any portfolio has a good quarter. Very few cross forty years, two generations and three crises.
So we measure success differently: is the wealth in a strong currency? Does the structure withstand rule changes? Is succession designed? Does the family sleep well?
And the returns
When those answers are yes, compounding does the rest, through globally diversified low-cost ETFs for the most part, without promises and without gurus.
The goal was never the year's highest return. It is the right wealth, in the right currency, with the right structure, for as long as your family needs it.
Start with the conversation, not the contract.
SEC-registered structure, fiduciary duty to your family.