Company Information

Get to know actio investimentos

Actio Investimentos is an independent investment advisory office headquartered in Florianópolis, Brazil. Founded with the mission to provide personalized and transparent financial guidance, the company operates as an Autonomous Investment Agent (Agente Autônomo de Investimentos - AAI) linked to BTG Pactual, the largest investment bank in Latin America. Their services focus on helping individuals and families achieve their financial goals through comprehensive wealth management, investment consulting, and personalized portfolio allocation, emphasizing long-term client relationships and ethical practices regulated by the Brazilian Securities and Exchange Commission (CVM).

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Financial Financial AdvisementPRIMARY
Financial Other Service

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actio investimentos

Brazil

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.