Todo Capital, LLC

ToDo Capital provides investment management and advisory services to high‑net‑worth individuals, families, corporations, trusts and institutions, delivering both discretionary and non‑discretionary portfolio management and guidance on holdings across equities, fixed income, mutual funds, ETFs, options and certain insurance or retirement products. The firm also offers related planning support such as retirement and estate planning, cash‑flow forecasting and business planning as part of its client engagements.

The firm employs a disciplined, model‑driven asset allocation approach that draws on fundamental, technical and charting analysis to construct diversified portfolios tailored to each client’s risk tolerance and objectives. Portfolios are monitored on an ongoing basis with periodic reviews and client consultations to set restrictions or adjust objectives as circumstances change.

Distinctive features include a substantial non‑U.S. client base with a stated specialization in serving clients from Europe and Latin America, which is uncommon among peers. ToDo Capital also offers performance‑based and other negotiable fee arrangements — including bespoke cash‑flow‑linked agreements for select clients — and routinely advises on assets held outside primary custodians, reflecting atypical flexibility in fee structuring and service scope.