Home 2017-08-19T11:19:59+00:00

Why Inva Capital?

Making financial decisions is not easy. We know that many of the choices we make today can determine if ourselves and our loved ones will enjoy the future we deserve. The uncertainty of markets and the massive amount of information available can lead to sub-optimal choices with substantial consequences.

Inva Capital can help guide you through the many potential risks your financial strategies will face and support you in your decision making process to ensure that you make the most rational choices possible and that are in line with your ultimate objectives.

  • As a Registered Investment Advisor, we act as our clients’ fiduciary. This means that their interests are above our own.
  • Our professionals have the most respected financial certifications, such as CFA and CFP®.
  • We can collaborate closely with attorneys, accountants, and other representatives to optimize our clients’ strategy.
  • We diligently avoid conflicts of interest when representing our clients. We never collect commissions from the transactions of assets and our compensation is aligned with the objectives of those we represent.

Hello, I’m Luiz

I’m Inva Capital Wealth Management’s Portfolio Manager & Financial Planner. Below, you can check my profile at CFP Board Let’s Make a Plan, XY Planning Network, NAPFA, and BrightScope websites.

We have two different services, First Class and Business Class, that will help you achieve your financial goals and enjoy your life. Check them out!


Last posts from the blog

  • Estate Planning

Estate Planning basics

July 20 2017|0 Comments

The process of estate planning is often misunderstood. In the minds of many people, the term assumes wealth and heirs. However, planning for the disposition of one’s assets upon death [...]

  • tabela periódica

Periodic table 2Q17

July 18 2017|0 Comments

Click to enlarge. REITs have the best performance in the past 15 years (2002 - 2016), followed by Emerging Markets Equity and High Yield Bonds.  As expected their volatility is [...]

  • 529 plans

Questions about 529 Plans

July 13 2017|0 Comments

Now that we know what a 529 Plan is (quick recap: it offers tax-advantaged ways to save for various costs of higher education, with some rules, of course) here are [...]

What is INVA?

INVA is the Flight Instructor’s qualification in Brazil. This is a license obtained by people with extreme skill. From putting a plane in the air to make passengers arrive at their destination in safety. The flight instructor also needs to be proficient in teaching and correcting mistakes of his apprentices.