Practice

Investments

CVM-authorized · CEA certified (ANBIMA)

My investment work is carried out through Juros e Bolsa, a securities advisory firm authorized by Brazil's CVM. Independent guidance on a flat-fee model — no commissions, no salesperson pushing products — to organize, protect, and grow your wealth.

Who it's for

Investors and families who want unbiased, professional guidance to make better decisions — from the first investment to wealth planning.

What the advisory offers

  • Assessment of wealth, goals, and risk profile.
  • Asset allocation and investment curation on a flat-fee, commission-free model.
  • Wealth, succession, and tax-efficiency planning.
  • Ongoing monitoring with periodic portfolio reviews.

Advisory through Juros e Bolsa

Investment advisory is carried out through Juros e Bolsa, my CVM-authorized firm. Visit the site to explore the model and schedule a conversation.