Capitalizo

Capitalizo Consultoria is an independent investment advisory service for investors with at least R$300,000 invested. It helps clients make more informed decisions without relying solely on recommendations from banks or brokerages. The firm reviews portfolios to identify issues such as excessive concentration, unsuitable or costly products, limited liquidity, and risks that may not align with an investor’s goals.

Its process begins with an assessment of each client’s investor profile, objectives, time horizon, liquidity needs, and risk tolerance. Capitalizo then develops a personalized plan, advises on contributions and portfolio changes, and provides ongoing support as circumstances evolve. Clients retain control of their own portfolios while receiving professional guidance.

The firm’s approach is tailored rather than based on a ready-made portfolio, drawing on its research and strategic portfolios as technical references. Its offerings include strategies focused on recurring income, dividends, growth, options, portfolio protection, technical analysis, market monitoring, and small-cap investing. Capitalizo also provides market intelligence and alerts, helping clients balance growth, income, liquidity, and security within a strategy suited to their circumstances.