Founded in 2011, Trinity Investimentos is an independent investment advisory firm based in São Paulo, Brazil. Operating as an autonomous agent linked to the BTG Pactual investment bank, the company specializes in offering personalized financial solutions. Their services cater to individuals, families, and businesses, encompassing financial and succession planning, wealth management, asset allocation, capital markets access, and foreign exchange services. The firm's mission is to build long-term relationships with clients through customized strategies and a focus on aligning interests to achieve financial goals.

Founded in

Brazil