About Us

Discover what makes FitzRoy Investment Advisors the right partner for you and your family.

Our Mission

We work closely with our clients to provide independent financial advice supported by thorough institutional-quality analysis

Independence

We strive to offer unbiased investment advice by:
  • Not being affiliated with any investment manager or custodian
  • Not having fee-sharing agreements for any prodcuts that we recommend
  • Having a fee structure that does not create an incentive to recommend products outside of a client's risk profile

Experience

We aim to provide institutional-quality-advisory services by:
  • Having in place a detailed process for manager selection and portfolio construction
  • Using several of the same analytical tools of the largest players in the wealth management industry
  • Leveraging more than 7 decades of cumulative experience that our team has in markets, banking and corporate finance

Partnership

We look to establish close, long-term partnerships with our clients by:
  • Not being affiliated with any investment manager or custodian
  • Recommending bespoke portfolios that are designed to meet an individual client's needs
  • Specializing in our core competence of investment advisory without looking to add related activities such as asset management or concierge services

Why A Family Office?​

Family Offices assist high net-worth families and individuals in their investment decision-making process. Using analytical parameters, we help evaluate, build and monitor our clients’ portfolios.

We help high net-worth families address the following needs:

Risk Management

Employ tools of the investment management industry to evaluate the risks in their portfolios

Time Management

Manage the overwhelming flow of investment ideas from banks that can distract from long-term goals

Consistency

Apply a consistent approach to portfolio construction and manager selection

Visibility & Transparency

Have a consolidated view of the portfolio in a single monthly report

Cost Control

Confirm that custodians are charging fees that were agreed in advance

Oversight

Have an independent third party monitor your portfolio on an active basis

Connect with Our Skilled Team

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