We Know
the Direction
Azimut Investment Advisors:
Client Focused Advisory
Founded in 2000, Azimut Investment Advisors operated independently from 2005 until joining the Azimut Group in September 2020. It is a US based Registered Investment Advisor, focused on providing investment advisory services to domestic and Latin American clients, with Brazil, Argentina, Mexico, Peru, United States and others as its main markets.
Open and flexible platform, dedicated to meet clients' needs and objectives through Asset Allocation, Advisory, Discretionary Management, and Portfolio Consolidation.
13 person team
Founded in 2000
450+ client accounts
(August 2026)
US $415 million AUM*
The numbers of the Azimut Group
in the world
1990
Foundation year
$175 bn
Total assets
(April 2026)
$36 bn
FY 2025 Net inflows
>1.8 m
Number of clients worldwide
20
Countries
$594 m
FY 2025 Net profit
Our DNA
Team
Ethics, character, commitment and professionalism are our team’s mantras. Senior members have been working together for a long time.
Expertise
Our personal background and Latin American Financial Markets experience, combined with our presence in the USA, allows us to have a unique view of the markets across the globe.
Neutrality
We provide neutral and unbiased advice by focusing on the client's needs, objective and risk appetite while trying to avoid any conflict of interest with our investors. Azimut Investment Advisors does not take positions of its own. We monitor the execution of transactions and assess for execution. We do not charge additional commissions or mark-ups on transactions executed in our advisory accounts.
Transparency
Easy to understand billing process and cost structure.
Integrated Investment
Management Process
Investment Committee
The team meets on an ongoing basis to evaluate the markets and its trends.
Portfolio Construction
Product analysis and selection to build the desired portfolio that reflects the agreed allocation.
Execution
Continuous monitoring of the markets, looking for investment opportunities and execution.
Investor Contact
Constant client contact to review the portfolio performance and strategy.
Offering & Solutions
AIA Managed Portfolios
- Pre-determined asset allocation strategies that meet different investors objectives and risk profiles.
- Total transparency of positions held in the portfolio.
- Management and execution: Azimut Investment Advisors.
AIA Customized Portfolios
- Strategy and Asset Allocation defined together with the investor and continuously supervised.
- Total transparency of positions held in the portfolio and of fees charged for portfolio management.
- Management and execution: Azimut Investment Advisors
Client Directed
- Azimut Investment Advisors will provide advice based on client risk tolerance and investment objectives
- Investor is responsible for all investment decisions
- Continuous monitoring and discussion of the markets and of new investment opportunities
- Execution: Azimut Investment Advisors
Reporting and
Account Consolidation
- Consolidation of several accounts at multiple custodians and beneficiaries for reporting purposes.
- May include accounts that are outside Azimut Investment Advisors advisory services.
- Totally customizable reporting.
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Long-standing Relationships with Major Global Custodians
Azimut Investment Advisors has the ability to support our clients accounts at the worlds most recognized custodians
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