Once among Baluarte,

We optimize your financial life.

What do we do?

Wealth Management

With Ethics, Responsibility and Professionalism.

We build your portfolio, locally and/or internationally, in a completely personalized way. We also consider tax and succession aspects.

And we further care for the next generations.

Why are we unique?

Close working relation, Experience and Transparency

We are wealth managers, not independent investment agents or bank managers.

This means that we do not receive rebates, that we do much more than investment recommendations, and that we are always 100% aligned with you, our customer, offering only what is in fact best for you, not for our business.

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Without Baluarte’s advice,

you are likely to face bureaucracy, conflicts of interest, and inexperienced advice: placing your wealth at risk.

Why is our advice important?

Ethics and knowledge to perpetuate and increase your assets.

How much do we charge?

% of assets under management.
No hidden fees.

How much of your total asset will be under Baluarte´s management?

10
1,0%

Become a client.

Click below and fill out the form. We will be in touch.

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Team

Our day to day is to make your life easier, while making your investments as profitable as possible, and allowing you to focus on your main personal goals.

ANDRE MARKUS SCHOR

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BRUNO RAMOS PEREIRA OLIVEIRA

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CARLOS AUGUSTO KAWAKAMI, CGA

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CAROLINA VILASBOA

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CELSO ALEXANDRE, CFP

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CLAUDIO SKILNIK, CFA

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DANILO CURY

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FELIPE ALCANTARA CONDE

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LUIZ FERNANDO CUNHA, CFA

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RAFAEL LEME

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RODRIGO ZABOROWSKY

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THIAGO O. PACHECO, CGA

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TOMY SAMUEL PELOSOF, CFP

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PEDRO BRUM

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Certifications

CVM

Documents

phone: +55 11 3900-2000
baluarte@baluartecapital.com

become a client

tel: (11) 3900-2000
baluarte@baluartecapital.com

become a client

Rua Elvira Ferraz, 250. Conj. 407
Vila Olímpia – CEP 04552-040
São Paulo, Brazil

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