Marcelo Castro Alves

CFA
Personal Finance, Retirement, Investing
  • Miami, FL
  • 305-961-1108
  • www.focusinvest.net/
“Marcelo Castro Alves, Founder of Focus Investment Advisor, LLC, is committed to transparency and personalized service with the power of tailor made investments.”
Employer:

Focus Investment Advisor, LLC

Job Title:

Founder

Biography:

Marcelo Castro Alves founded Focus Investment Advisor, LLC in 2011, an independent investment advisory firm in the State of Florida. Marcelo and his team's daily goal is to fight and identify the "hidden" costs involved with most financial institutions by using an aggressive negotiation strategy and extensive networking within the industry. Being an independent firm allows them to act solely in the best interest of their clients. Their existing agreements with various institutions are intended to provide lower operating costs and best execution of trades. In gauging their success, Marcelo chooses one measure above all others—the trust of his clients. He continually strives to earn his clients’ trust. He and his team also conduct internal evaluations and solicit feedback to measure whether they are meeting that objective.

Prior to Focus, Marcelo was an independent advisor for three years with Genesis Investment Advisors group in Miami. Before joining Genesis, Marcelo was with Citi and Safra Private Bank during five years in Miami and since 1995 in Switzerland in the Global Private Client Division, primarily managing investment portfolios for high net worth individuals, Private foundations, and small to midsize corporations.

Marcelo graduated in Sao Paulo, Brazil with a degree in International Economics Science. After that, he obtained in 1998 the Certified International Investment Analyst CIIA professional designation and the Federal Diploma for Financial Analyst and Portfolio manager, Swiss Federal License issued by AZEK Swiss Association of Financial Analysts and Portfolio Managers, Zurich, Switzerland. This designation of the Certified Financial Analyst promotes the highest standard of personal and professional conduct in the investment management consulting profession. Marcelo is fluent in Portuguese, German, English, Spanish and French in addition to good Italian knowledge. Marcelo spent several years as a competitive long distance runner, racing several marathons as a top level amateur on the international circuit of New York, Berlin, San Francisco and Miami.

CRD Number:

4820438