Meet the Founder
Robert Mazuelos
Robert is Managing Director and brings over thirty years of experience in the investment management industry.
After repeated requests for help from family and friends, he decided to leave the institutional side of portfolio management and switch over to private wealth management for individuals, families, high-net worth individuals and small businesses.
Robert has made helping people and making lasting connections his mission. He strives to educate and inform clients so they can feel confident in their financial life. As a fiduciary, he acts in the best interest of his clients while taking time to listen to clients, ask questions and understand their expectations and concerns.
Previously, Robert was General Partner and Portfolio Manager at Mercator Asset Management responsible for the management of Public and Corporate Employee Benefit Plans, Foundations and Endowments. As a Senior Vice President and Portfolio Manager at Hansberger Global Investors, Robert held a similar role managing investment portfolios for institutional clients throughout the U.S.
A goal without a plan is just a dream...
A financial advisor can offer guidance to help you focus on actions that add value. We will create a financial plan to fit your goals, objectives, risk tolerance, and time horizon. We will focus attention on things we can control: expenses, turnover, and taxes. Having a well-diversified portfolio and avoiding market-timing is key to a successful investment plan.
In today's world we are constantly bombarded with information that can cloud our thoughts and decisions around investing. That's when emotions and feelings creep into our financial decisions. Having an experienced advisor in your corner can help manage your reaction to current market conditions.
The wealth management industry has seen tremendous growth in new and innovative technologies. We have invested and embraced these technologies to stay connected with clients no matter where they are located. The majority of our clients prefer meeting online and receiving their investment reports digitally through secure email. All clients receive their monthly account statements directly from Charles Schwab, our independent, qualified custodian. Clients will have online access to their accounts through the Schwab client portal - 24/7. We believe by adopting these technologies we gain deeper and more meaningful relationships with our clients while improving the quality of life.
Mazuelos & Company is a registered investment adviser based in Fort Lauderdale, Florida. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. Additional information about Mazuelos & Company, LLC is available on the SEC's website at www.adviserinfo.sec.gov - our firm's unique CRD number is 316534. A copy of our firm's Part 2 Brochure can be found here. This website is a publication of Mazuelos & Company, LLC. The firm is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding specific legal and tax situations. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. All investment strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. There are no assurances that a client's portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses.