A complete list of active advisors currently associated with Antunes International Investment Management

Warmer can help you find a great advisor at Antunes International Investment Management or one who fits your needs even better.

Antunes International Investment Management is an independent, fee‑only advisory firm that provides discretionary investment management and financial planning to individuals, trusts, and nonprofit organizations. The firm offers ongoing portfolio supervision, written financial plans, and investment consultation, including advice on held‑away accounts such as employer retirement plans, annuities, and insurance products. The firm implements individualized investment policy statements and combines longer‑term strategic asset allocation with shorter‑term tactical adjustments, using scenario‑focused stress testing alongside fundamental, technical, and cyclical analysis. Portfolios are primarily constructed with no‑load mutual funds and ETFs, and the firm performs periodic monitoring, rebalancing, and tax‑aware consideration on a discretionary basis. Compared with many peers, the firm operates with a small client base—managing about $12 million in discretionary assets for roughly 21 clients—and reports a material non‑U.S. client presence and engagement with charitable (nonprofit) clients. Operational details in the brochure, such as an international mailing fee and the use of custodians that include an international broker, reflect the firm’s cross‑border client relationships and its willingness to coordinate held‑away assets and estate or tax planning with other professionals.

To learn more about the advisors currently working at Antunes International Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.