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Investment Advice

Exclusivity and empathy:
a joint working relationship

Above all we want to ensure our clients peace of mind and security by building a long-term relationship based on trust.

Investment Advice

About us

We are an investment advisory company accredited to XP Investimentos. We focus on People. We believe that investments are a means to achieve dreams and goals. We have an ample portfolio of financial products to suit the profiles of different investors. Ever since we were founded, we have been committed to providing our clients with peace of mind and security, and guiding them to a prosperous and stable financial future.

At Nello, we appreciate that everyone has their own unique goals and requirements when it comes to their finances. That is why we take a personalized approach to every client and work closely with them to understand their aspirations, risk tolerance and current financial situation. We firmly believe that the key to financial success is to create a solid investment strategy around everyone’s own individual circumstances.

Our team is made up of highly skilled and experienced individuals who are dedicated to helping our clients through every investment process. We are here to support you in making the best financial decisions, with everything from meticulous market analysis to careful asset selection.

Throughout, we ensure transparency and integrity are the basis of everything we do. We base our client relationships on mutual trust and good communication. We are committed to providing our clients with clear and accurate information, ensuring they fully understand their investment options and the associated risks.

Our ultimate objective is simple: to give our clients the ability to achieve their financial goals and give them the peace of mind and security they need to deal with any issues in the future with confidence. At Nello, we are by your side every step of the way, working tirelessly to protect and grow your wealth.

Solutions

The perfect solution for every profile

  • Transparent Investment Platform

    The XP investment platform is notable, not just for its diverse range of financial products, but also by its firm commitment to security and transparency. We offer accurate and appropriate guidance, based on personalized and highly experienced advice, which matches the individual goals and needs of each client. 

    Our main objective is to ensure that all investment decisions are based on and suitable for the clients' plans in life. This creates a safe environment for them to pursue their dreams and financial goals confidently and with continuous support.

  • Fixed and Variable Income Trading Desk

    Our staff that specialize in fixed and variable income can give you direct access to experts in these areas, who can provide advice, answer questions and help you choose the best investment options to suit your profile and goals. 

    Our people are determined to understand your individual needs and ensure that you receive personalized guidance on the best investment opportunities to meet your financial aspirations.

  • Solutions for Companies

    We can offer strategic solutions for organizations, by designing complete solutions for cash management, protecting you through derivatives (hedging) and optimizing your capital structure.

Traits that drive us.

The Clients, not your resources, are at the heart of the
company’s purpose and the center of our strategy.

  • Legacy, family, the future, liquidity and freedom are relational and anthropological principles that say more than just money;

  • Comprehensive and exclusive client services;

  • A holistic approach to your needs and concerns;

  • A wide range of products that have high added value for investing in Brazil and abroad;

  • High income, corporate and a complete financial bureau provide traction for business growth as something innovative;

  • We ensure that the composition of your investment portfolio matches your own personal life plan, to make sure that you achieve your goals;

A Company accredited to XP Investimentos

Nello Investimentos – Assessoria de Investimentos SS LTDA operates in the financial market accredited to XP Investimentos CCTVM S/A, which can be verified through the CVM website (www.cvm.gov.br) in the Systems center or through the ANCORD website for offices accredited from October 2012 onwards (www.ancord.org.br) or through XP Investimentos CCTVM S/A’s own website (www.xpi.com.br). About XP. Find an office>Select the state and city you want to search. Pursuant to the CVM legislation, the Investment Advisor may not administer or manage an investor’s assets. The Investment Advisor is an intermediary and may only carry out transactions in the financial market with the previous authorization of the client. This message and its attachments contain confidential information for the recipient for specific purposes and is protected by law. If you are not the intended recipient, please delete it. Unauthorized use, access, copying or disclosure of the information in this message is strictly prohibited. The information contained in this message and its attachments are the responsibility of its author and do not necessarily represent the ideas, opinions or any position taken by Nello Investimentos – Assessoria de Investimentos SS LTDA. Investing in shares is an investment risk and past performance does not guarantee future profitability. It is possible that losses can exceed the amounts invested, when trading in derivatives. This can lead to significant losses of assets. If you require information or have any questions, please contact your Investment Advisor. If you have any complaints, please contact the XP Investimentos ombudsman on Tel. No. 0800 7223730.

Contact us

Let us take care of your journey

São Paulo

  • Rua Gomes de Carvalho, 1329, 4º andar - CJ 42
  • Edifício Olympia Park
  • Vila Olímpia – São Paulo/SP
  • Fone: +55 (11) 3031-1698

Regensburg - Germany

  • Paarstrasse, 72

Porto Alegre

  • Avenida Mariland, 403/1003
  • Auxiliadora – Porto Alegre/RS
  • Fone: +55 (51) 3779-1759

Toronto - 
Canada

  • 76 Caribou Road, North York

Caxias do Sul

  • Avenida Therezinha Pauletti Sanvitto, 208
  • Sanvitto – Caxias do Sul/RS

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