Grow your savings intelligently
Invest wisely, protect your savings from inflation, and build a stable future for you and your family.
Positively valued by our clients inTrustPilot.
FEATURED IN...
Do you identify with any of these situations?
If any of these statements resonate with you, you’re in the right place:
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“I’m worried about reaching retirement without enough money to live comfortably.”
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“I want to invest, but I don’t know where to start.”
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“My savings are sitting in the bank, and I know they’re losing value.”
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“I don’t know who to trust with my savings.”
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“I’d like to build a legacy for my children.”
You’re not alone. Book a free appointment to learn how we can help you protect your financial future. Bring all your questions!
Giampiero Riccio, CFA.
Over 30 years bringing people closer to the world of investing
For three decades, I’ve dedicated my professional life to one mission: making investing accessible to everyone, not just experts or millionaires.
I’ve led financial institutions, designed investment portfolios, and built teams, but what I value most is seeing my clients achieve peace of mind and confidence in their financial future.
Here’s a summary of my background:
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I’ve been a CFA Charterholder since 1997 (the most prestigious certification in the investment world).
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I hold a Master’s degree in Finance from IESA and a degree in Civil Engineering.
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I spent 20 years in various leadership roles within the investment industry, ultimately serving as CEO of Mercantil Investment Services.
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Ten years ago, I founded Riccio & Associates, a registered and regulated investment firm in the U.S., dedicated to helping people like you grow their savings.
Investment Portfolios
We offer you four Investment Portfolios, which you can choose depending on your needs and expectations.
Our investment portfolios are conformed by Exchange Traded Funds. These are traded daily on international stock markets and are characterized by being highly liquid and with low transaction and administration costs. We offer support to open your brokerage and custody account at Interactive Brokers, one of the most recognized stockbrokers based in the United States.
TESTIMONIALS
"From the first moment they have been very attentive, they took me from the creation of the account to understanding what my money is invested in. I feel sure that my investments are paying off and that I can keep an eye on them 24/7. I started with little capital and the confidence that they have inspired me, has already made me invest a significant capital of my savings. 100% recommended to all those who want to invest their money intelligently and safely."
"My experience with Riccio has been very good, he explained everything to me clearly and he was always willing to explain any doubt and immediately. When it comes to money, the fear is always looking for someone you can trust, with knowledge about what he speaks and above all sincere, this is what Riccio offers you."
"I am very satisfied that I made the decision to start investing with the support and management of Giampiero. I started with little capital, it is always a bit scary if we are not familiar with it, but in the few months that I have, I have seen how it has My portfolio has been growing, which has given me more security and confidence that it is in good hands and I have been giving more contributions to be able to grow my money over time in an intelligent way and not stagnant in a bank."
Benefits of investing with us
Low barrier to entry
The minimum amount to open an account is US$5,000.
Low costs
Due to the use of investment portfolios that require a low level of brokerage activity and low administration fees, the savings in the service translate into higher returns for the client. The handling cost is between 1.25% and 0.75% per year applied to the value of the account.
Transparency and flexibility
Online access to balances and positions. The assets are held by Interactive Brokers® on behalf of the client. You can terminate the investment portfolio management service at any time and keep the assets, being able to pass them on to another manager.
Supervision and guarantees
So muchInteractive Brokers® as Riccio & Associates LLC are supervised and regulated entities in the United States. Client's assets are guaranteed up to $500,000 perSIPC.
Reliability
Clients own the instruments acquired in their investment portfolio regardless of whether they maintain a current relationship with Riccio & Associates LLC. The instruments that make up the investment portfolios are very liquid and can be sold at any time, if necessary, without detriment to the price, under usual conditions.
Professional management
Investment portfolios or portfolios are managed by managers with long experience and professional training.
Achieving the dream of owning your own home can now be a reality.
Enjoy the most important thing with the income generated by your savings.
Plan the optimal and quality education you want for your children.
