A coherent investment strategy, tailored to our clients' needs

FitzRoy Investment Advisors is a multi-family office based in Miami, Florida. We are an independent firm that provides investment advice to high net-worth families and individuals.

Our Services

We offer non-discretionary investment advisory services such as asset allocation, manager selection and portfolio construction. We have an ‘open architecture’ business model that aims to maximize the number of investment products that are available to our clients.

Reporting

Tactical Investing

Asset Allocation

Oversight

Fund Selection

Pricing Advisory

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Who We Are

FitzRoy Investment Advisors

Leveraging more than 6 decades of cumulative experience that our team has in markets, banking and corporate finance.

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Our Mission

We strive to provide unbiased financial advice and create long-term relationships with our clients.

INDEPENDENCE

We strive to provide unbiased investments advice

EXPERIENCE

Over 6 decades of financial experience

PARTNERSHIP

We look to establish long-term relationships

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Years of cumulative experience

A skilled team with experience in banking and financial markets in the USA, Europe and Latin America.

Read Our ADV

FitzRoy Investment Advisors LLC is an SEC-registered firm and offers investment advisory services to US persons. Fitzroy Investment Advisors LLC is a registered investment adviser under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. The material contained in this website is intended to present a general summary of Fitzroy Investment Advisors LLC and is not soliciting any action based upon it. Further information on Fitzroy Investment Advisors LLC can be obtained from the firm’s ADV which is available below.

READ OUR ADV PART 2A BROCHURE

READ OUR FORM ADV PART 3
CUSTOMER RELATIONSHIP SUMMARY (CRS)