A complete list of active advisors currently associated with Carvalho Investment Group, LLC
Warmer can help you find a great advisor at Carvalho Investment Group, LLC or one who fits your needs even better.
Carvalho Investment Group is a solo registered investment adviser managing approximately $6.2 million for about 15 clients, serving individual households, trusts, estates and tax‑qualified retirement plans. The firm provides tailored asset management, financial planning and consulting, and retirement‑plan advisory services; its stated account minimum is $100,000 (negotiable). The firm delivers active, customized portfolio management guided by a written Investment Policy Statement and ongoing monitoring and rebalancing, using techniques such as modern portfolio theory, fundamental and technical analysis, cyclical analysis, charting and Monte Carlo simulation. It requires clients to use Interactive Brokers as the custodian for advisory accounts (Charles Schwab is used for retirement plans), and it can oversee assets held away through a third‑party vendor (Pontera). Compared with many peers, Carvalho combines a small client base and modest AUM with ERISA fiduciary work — offering both non‑discretionary 3(21) and discretionary 3(38) retirement‑plan services, IPS development, participant education and benchmarking. The firm also documents vendor controls around artificial intelligence/machine‑learning tools and requires use of firm‑selected custodians, practices that may be atypical among similarly sized independent advisers.
To learn more about the advisors currently working at Carvalho Investment Group, 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 |
|---|---|---|
Austin, TX
| 7
|
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