Simplicity and Transparency to exceed investor expectations

VGV Invest was set up in 2015 with the mission of combining tradition and reliability in Investment Advisory, by applying cutting edge concepts and by customizing Wealth Management.

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The Company

In terms of credentials, the Company is anchored on the joint experience of some of the most renowned professionals within the Brazilian financial market. We have offices in São Paulo and Curitiba and more than R$ 800 million of assets under advisory.

Reliability, solid background and experience are therefore attributes that can be extended to this group of professionals who run VGV Invest, some of whom have worked in the most important Global Financial Institutions and, on account of that, have solid and proven experience in Investment Advisory.

Fully independent and with no conflicts of interest whatsoever, VGV Invest was created with the purpose of offering its investors a complete advisory investment service in a very effective, transparent and dynamic manner.

Respect and Transparency
Capital Protected
Ethical and Tailored Advisory
Making a Better World

Respect and Transparency

We’ve being growing based on respect for the individual investor’s profile and on transparency when relaying our decisions.

Capital Protected

Our principles in investment are anchored on maintaining capital protected, at the same time valuing and managing it in a transparent manner over a period of time, with the goal of minimizing risk and maximizing profits.

Ethical and Tailored Advisory

Knowledge, responsibility, competence and relationship management are other principles that guide VGV Invest and, on account of that, have positioned it as a relevant, distinct and enduring company within the Brazilian investment advisory market.

Making a Better World

We also embrace humanitarian causes and control our environmental footprint.

Core Services

We built a long-term relationship with our clients simply by offering high quality services.

Identifying Investor profiles by measuring your sensitive regarding to take risk: conservative, moderate or aggressive

Monitoring changes in the macroeconomic and political scenarios

Analyzing, selecting and monitoring financial products

Personalized Investment Advisory

Quantifying risks by applying “back-test” and “stress-tests” into portfolios

Consolidating and monitoring Portfolios

Our Differentials

Why should you have an Investment Advisor?

Agility, Flexibility, Exclusivity and Tailoring

Agility and Flexibility

We always seek to optimize portfolio returns and are constantly on the lookout for dynamic changes in the macroeconomic scenario in order to ascertain the most favorable asset price movements, guarantee balance portfolios and consequently, to exceed our clients expectations.

Exclusivity

We are long-term commited to stand by our investors in all the important moments of his/her financial life, interacting in a personalized way and providing whatever they nedd.

Tailoring

Our services are tailored and personalized to better suit our client's individual needs. Based on which, we provide diversified structures encompassing a wide range of customized portfolio solutions according to each investor's individual goals. Every portfolio is exclusive and can be managed in a discretionary or non-discretionary.