With so many investment options available, it is no wonder that planning for the future can be, at best, a challenge, and worst, a downright nightmare.
After realizing that pre-packaged, traditional banking products were confusing, costly, and rarely met the needs of his clients, Inva Capital’s CEO, Raphael Cordeiro, knew there had to be a better way.
What began as a local outfit in Curitiba, Brazil, known at the time as Raphael Cordeiro Consultoria, has grown internationally. Today, Inva Capital offers financial planning and investment solutions in Brazil and the US.
Inva Capital Wealth Management was founded on the premise that successful investing can be astonishingly simple, given the right combination of strategy and behavioral management.
At Inva Capital, we specialize in designing and maintaining long-term investment portfolios, with a focus on mitigating the risks commonly associated with market adversity.
We believe that some of our best work is done around helping clients make very important decisions that may seem more simplistic in nature, such as debt reduction, managing credit, and tax planning — just to name a few.
We tailor our services to our clients’ unique needs, putting them in the best position to realize their long-term financial goals.
That way, instead of spending time trying to decipher financial jargon or selecting from a pool of funds that could ‘beat’ the market, they can focus on what matters most: peace of mind.