A complete list of active advisors currently associated with Tori
Warmer can help you find a great advisor at Tori or one who fits your needs even better.
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.
To learn more about the advisors currently working at Tori, 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 |
|---|---|---|
Celebration, FL
| 1
| |
Celebration, FL
| 6
|
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