CARVALHO INVESTMENT GROUP, LLC

Overview

Carvalho Investment Group, LLC is a small, independent Registered Investment Adviser focused on providing financial planning and portfolio management to individuals and small businesses. The firm operates as an owner-run limited liability company and structures client fees as a combination of a percentage of assets under management and hourly charges for planning or consulting work. Investment activity centers on publicly traded pooled investments—primarily mutual funds—used as core building blocks for client portfolios, with selective allocations to commodity- and energy-related strategies to add diversification or tactical exposure. The firm’s client base is narrowly focused, allowing a hands-on, discretionary approach to portfolio management across a compact roster of relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices