Tori
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About
Vita Advisors, doing business as Vita Investimentos, provides non-discretionary asset monitoring, portfolio management and financial planning to business owners, entrepreneurs, executives, families, individuals and retirees. The firm’s services focus on tailored asset-allocation advice and ongoing portfolio reviews, while clients retain execution authority and instruct their broker-dealer to place trades.
The firm combines behavioral, charting, cyclical, fundamental and technical analysis and uses equities, exchange-traded funds, mutual funds and fixed-income securities to implement client strategies. Advisors meet with clients to gather financial information, set objectives and provide periodic rebalancing recommendations and financial planning (including hourly or flat-fee engagements) rather than continuous discretionary trading.
Distinctively, Vita Investimentos operates with a significant non-U.S. client orientation and is affiliated with a separate Brazilian advisory entity (Vita Partners Consultoria e Investimentos Ltda.), sharing technology, back-office functions and client information under service agreements—a relationship the brochure discloses can create dual-compensation conflicts. The firm also has ties to insurance activities (management persons are licensed in Brazil and the firm’s principals are associated with an insurance brokerage focused on guarantee insurance) and conducts occasional educational workshops or training events for which vendors or sponsors may reimburse costs.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees generally range from $750 to $5,000.
Generally does not exceed $250 per hour for financial planning and hourly consulting services.
Account minimum: $400,000
Main office
1420 Celebration Blvd., Suite 200
Celebration FL 34747
Advisors at this office
2
Most active in
Florida
Also doing business as
Tori · Vita Advisors, LLC · Vita Investimentos
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Tharcisio D
Series 65
Celebration, FL
Tori
Tharcisio De Souza Santos is a financial advisor at Vita Investimentos with a Series 65 designation and zero years of industry experience. His prior work includes ten years at Jazz Seguros. Vita Investimentos provides non-discretionary asset monitoring, portfolio management, and financial planning primarily for business owners, entrepreneurs, executives, families, individuals, and retirees. The firm emphasizes tailored asset-allocation advice and periodic portfolio reviews, combining behavioral, charting, cyclical, fundamental, and technical analysis to guide client strategies.
Claudia S
Series 65
Celebration, FL
Tori
Claudia Salles is a financial advisor at Vita Advisors, doing business as Vita Investimentos, with six years of industry experience. She holds a Series 65 designation and serves Brazilian clients as an investment adviser representative with a minority interest in Vita Investimentos. Vita Advisors provides non-discretionary asset monitoring, portfolio management, and financial planning to business owners, entrepreneurs, executives, families, individuals, and retirees. The firm focuses on tailored asset-allocation advice and periodic portfolio reviews, using a combination of behavioral, technical, and fundamental analysis across various securities, and maintains a significant non-U.S. client base through its affiliation with a Brazilian advisory entity.
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