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Acertado Investments
Acertado Investments provides fee-only fiduciary financial planning and investment management for first-generation wealth builders. The firm applies an...
Overview
Acertado Investments provides fee-only fiduciary financial planning and investment management for first-generation wealth builders. The firm applies an institutional-grade, evidence-based investment process, with a focus on multi-asset, tax-sensitive dividend income strategies. The founder brings decades of institutional portfolio management experience from firms including PGIM Quantitative Solutions, Aon, and Morningstar Investment Management.
General information
Firm type
RIA
Location
Region
Latin America
Country
Brazil
City
Fort Lauderdale
Corporate office
São Paulo, SP, Brazil
Principals
Luiz Cezar Fernandes
Founder
Sector focus
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