You can't afford to be generic when it comes to your life.

Vita is a financial advisory firm prepared for a long-term and transparent relationship with you, tailored specifically to your needs and objectives.

We provide unique and comprehensive management of your wealth.

Get to know our model

How do you want to manage your wealth??

01
Do you want to change banks or brokers?
We are wherever you want!
02
Are you planning to invest offshore?
We have a team based in the USA ready for your offshore journey.
03
Do you want to better organize your management?
You will have a 360° view of your portfolio with us
Do you want to change banks or brokers?
We are wherever you want!
Do you plan to invest
abroad?
We have a team based in the USA prepared for their offshore journey.
Do you need to better organize your management?
Here you have a 360º view of your portfolio.

How does our advisory services work?

Step 1
Diagnosis

We assess the client's risk tolerance profile and risk appetite, as well as the client's needs and objectives. At this point, we also carry out an analysis of the client’s current investments.

June 2016
Step 2
Recommendation

We hold an initial meeting to discuss optimal strategies for comprehensive financial planning. This includes assessing liquidity and protection needs, asset allocation both domestically and internationally,  succession and retirement planning.

Step 3
Implementation

At this stage, we assist you in implementing the agreed-upon strategies, advising on the optimal timing for the disposal and acquisition of each asset. It is important to note that no money is sent directly to our firm; your funds are invested with your preferred financial institution, on your name.

April 2018
Step 4
Monitoring

Our team of experts analyzes and monitors the recommended products, providing you with a monthly report that consolidates the performance of all your investments, both in Brazil and abroad. We also hold regular meetings to refocus your goals and keep you informed about the market.

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Frequently Asked Questions

How does our compensation work?
Vita uses the "fee-based" compensation model, charging a fee on the invested assets. In this model, the advisor’s interests align with the client’s. It contrasts with the more commonly used commission-based model in the Brazilian market, where the investment officer or broker dealer agent is compensated by the products they recommend to the investor.
What is the difference between an independent advisor and a broker dealer agent?
Besides the compensation difference mentioned above, advisory services are independent and not tied to financial institutions. The broker dealer agent, on the other hand, works in banks and broker dealers offering their products.
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The independent advisor seeks to deeply understand the client to propose the best solutions and instruments available in the market as a whole, not being restricted to just sell products, like a broker dealer or a bank officer.
Can I cancel if I don't like it?
Yes. Our contract does not have a minimum stay period or a cancellation fee. Vita's mission is to show that investing does not need to be a problem, but rather the solution. Are you ready to invest with someone who cares about you?
Value your wealth and invest in yourself.
Did you have any questions?
Talk to us