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.

All in your name

We make investments on your behalf. The funds are transferred between accounts owned by you.

You are sovereign

No investment is made without the client’s explicit approval. The final word is always yours.

Full support

We assist your accountant, lawyer, and other service providers with information and knowledge. We can be with you in meetings with these professionals.

All profiles

From the most conservative to the boldest profiles. Each client is unique, with its own risk profile, preferences and restrictions.

Skin in the game

Baluarte’s partners are also clients, invest in the same recommended assets and pay the same fees.

In Brazil and abroad

We have several years of experience investing in Brazil and abroad. If you are interested in investing abroad or as a foreign investor investing in the local Brazilian markets, we can advise you.

How much do we charge?

% of assets under management.
No hidden fees.

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

2.5
0,875%

About Us

BALUARTE CAPITAL WAS FOUNDED WITH A CLEAR PURPOSE: TO PROVIDE WEALTH MANAGEMENT THAT RESPECTS THE INDIVIDUALITY, DISCRETION, AND SOPHISTICATION OF FAMILIES AND INVESTORS WITH SIGNIFICANT ASSETS.

WE ACT AS CURATORS OF OPPORTUNITIES, SELECTING THE BEST INVESTMENT, PROTECTION, AND ESTATE PLANNING SOLUTIONS WITH RIGOR AND INDEPENDENCE. OUR MODEL IS A TRUE BOUTIQUE — WE SERVE A LIMITED NUMBER OF CLIENTS WITH DEPTH, PROXIMITY, AND EXCELLENCE.

WE BELIEVE THAT TRUE WEALTH MANAGEMENT GOES BEYOND NUMBERS. IT REQUIRES SENSITIVITY, LONG-TERM VISION, AND A DEEP UNDERSTANDING OF THE VALUES THAT SUSTAIN EACH LEGACY.

AT BALUARTE, EVERY RELATIONSHIP IS BUILT ON TIME, TRUST, AND RESPECT. WE DO NOT SEEK SCALE; WE SEEK RELEVANCE.

OUR COMMITMENT IS TO BE A SAFE HARBOR — STEADFAST, RELIABLE, AND DISCREET — FOR THOSE WHO VALUE PRIVACY, STRATEGIC INTELLIGENCE, AND A TRULY PERSONALIZED AND INDEPENDENT SERVICE.

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, CGA

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ANDRE LEDERMAN

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ARIE MILNER

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CARLOS AUGUSTO KAWAKAMI, CGA

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CELSO ALEXANDRE, CFP

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CLAUDIO SKILNIK, CFA

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DANIELA LAJNER

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FELIPE ALCANTARA CONDE, CGA

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LUCAS KENJI ZANCANELLA

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LUIZ FERNANDO CUNHA, CFA

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PEDRO BRUM

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PEDRO SZYMONOWICZ

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RAFAEL LEME

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THIAGO O. PACHECO, CGA

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TOMY SAMUEL PELOSOF, CFP

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Certifications

CVM

Documents

Offices

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

become a client

Av. Rebouças, 3084
Suite 31
São Paulo, SP
ZIP Code 05402-600

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6625 Argyle Forest Blvd.
Suite 4/#1207
Jacksonville, FL
ZIP Code 32244

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

Contact Form

    Total assets (in BRL millions):
    up to 55 to 1010 to 2020 to 5050 to 100+ 100

    Are you interested in investing outside Brazil?
    YesNo

    Do you want to organize your inheritance for future generations?
    YesNo

    Do you have children?
    YesNo

    Do you have grandchildren?
    YesNo

    Most of your assets are in:
    Properties$/investmentsOthers

    Thank you for your interest

    Why are we unique?

    Why are we unique?