A complete list of active advisors currently associated with Alisio Capital Partners LLC

Warmer can help you find a great advisor at Alisio Capital Partners LLC or one who fits your needs even better.

Alisio Capital Partners provides discretionary investment management to individual and high-net-worth clients, including international investors, with an emphasis on long-term, disciplined wealth accumulation. The firm prepares a personalized Investment Policy Statement for each client, assigns clients to model portfolios implemented through exchange-traded funds, and conducts ongoing monitoring with quarterly reporting and rebalancing. The firm’s investment approach is index-driven and cost-conscious, constructing diversified model portfolios from low-cost, liquid ETFs aligned to each client’s documented risk tolerance and time horizon. For clients who are not U.S. persons, Alisio generally implements exposure through Ireland-domiciled UCITS ETFs in accumulating U.S. dollar share classes and highlights related currency, withholding tax and U.S. tax (PFIC) considerations. Alisio’s operating profile is atypical for its peer group: it is organized as a Wyoming LLC and registered with the SEC while maintaining its principal office in the Netherlands and ultimate ownership through a Dutch private company. The firm is newly established with no regulatory assets under management as of the brochure date, operates on a fee-only basis, requires a multi-year advisory engagement, and recommends a specific global custodian and execution platform for client accounts.

To learn more about the advisors currently working at Alisio Capital Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Gyendur Lopez	Remote	0

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