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Personalized strategy for your wealth, with local and international allocation focused on returns and safety. We operate with full independence: no hidden commissions and no conflicts of interest.
A different way to care for your wealth. Transparent, tailored, by your side.
Personalized strategy for your wealth, with local and international allocation focused on returns and safety. We operate with full independence: no hidden commissions and no conflicts of interest.
Every stage of your life calls for a fitting plan. We stand beside you in strategic decisions: succession planning, tax efficiency, retirement, asset acquisition and much more.
Aggregate view of your wealth, on a single platform. We consolidate all assets and returns in one place, regardless of where you invest.
We streamline your access to FX, credit, insurance and bespoke structures. We negotiate the best market terms on your behalf, through a single point of contact.
We sit on your side of the table. Every analysis and every decision starts from your goals and horizon.
Meet Our Partners
Partner · Advisor
Partner · Advisor
Partner · Advisor
Partner · Advisor
Partner · Advisor
All of our advisors are licensed by the Brazilian Securities Commission (CVM).
Horizon Advisors is an independent financial advisory firm. Unlike a bank manager or brokerage advisor — who represent a financial institution and are paid by it — we work exclusively on behalf of the client.
While banks and traditional brokerage advisors are paid via commissions from financial institutions, we are paid directly by the client. Every recommendation is free of conflicts of interest, and any commission a traditional advisor would receive, we rebate to you in full.
The amount varies depending on the portfolio structure and products. On average, brokerage clients pay around 1.30% per year in fees passed on to the brokerage and the advisor.
These costs are often embedded in financial products — you may be paying without realizing it. At Horizon, we eliminate this conflict of interest and ensure full transparency on costs and allocation.
The advisor has view-only access to your investments. There is no permission to transfer funds, place trades or move money in your account without your consent.
Every decision goes through your approval — you retain full security and control over your wealth.
Yes. Because we are independent from financial institutions, we can operate with any bank or brokerage.
To optimize execution and access exclusive benefits, such as cashback on certain investments, we recommend using our partner brokerages.
Horizon is an independent financial advisory firm, regulated by the Brazilian Securities Commission (CVM) — the main regulator of the financial market in Brazil. Our team brings together professionals certified by leading institutions such as Anbima and Apimec.
Our commitment is exclusively to you. We act independently, ensuring every recommendation is free of conflicts of interest and aligned with your goals. Every decision goes through your approval, and we hold regular meetings to guarantee full transparency and control over your investments.
We use a fee-based model: compensation is set as either a fixed amount or a pre-agreed percentage of the assets under advisory.
The percentage varies according to the investor's wealth tier, ensuring full transparency and alignment of interests.
Once we understand your goals and risk profile, we present a personalized simulation that evaluates safety and expected returns of the recommended portfolio across various scenarios.
The simulation helps plan and align expectations, but is not a guarantee of future returns — performance depends on market and economic conditions.
