Company Information

Get to know tao investimentos

Founded in 2009, Tao Investimentos is an investment advisory office based in Brazil. The company operates under the accreditation of XP Investimentos, one of Brazil's largest independent brokerage firms. Tao's mission is to provide personalized, transparent, and conflict-free financial guidance to help clients achieve their financial goals. They focus on building long-term relationships by understanding individual client profiles and objectives to structure and manage diversified investment portfolios.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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tao investimentos

Brazil

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.