Vice President, O2E Coaching Program // MBA // Certified Business Coach (CPCC, ACC)

I help established business owners escape the daily grind and build companies that are scalable, valuable, and no longer depend on them to function.

After founding and selling my first company, Fresh Painting, I realized how much value I left on the table — and how much easier it could have been to scale if I’d built the right systems and team. That realization led me to spend 10 years as a key executive at 1-800-GOT-JUNK?, where I worked with leaders across North America to transform their businesses from owner-reliant to Exit Ready.

Now, as the founder of SCALIFY OS, I use a proprietary 7-pillar framework to help owners install the leadership, strategy, systems, financials, and sales engines their business needs to grow — with or without them at the centre.

If you're an entrepreneur who feels stuck inside the business you built, I can help you scale with confidence and design a company (and life) that works for you — not the other way around.

James Graham

The All-Weather Investor | Building a $5M portfolio—$1M already achieved | Sharing everything I learn along the way

Strategic stock investing for Wealth Managers and Family Offices.

Wealth preservation is essential. 

But true financial stewardship requires strategic growth—built on conviction, discipline, and risk management.

Many wealth managers and family offices struggle to find stock investment strategies that deliver superior returns without unnecessary complexity. Our approach bridges that gap.

I’m Marcello, a former doctor turned full-time investor with two decades of experience in stock and crypto markets. 

Since 2016, I have worked with wealth managers, family offices, and high-net-worth individuals to implement investment strategies that maximize performance while protecting capital.

In 2020 and 2021, my momentum-based approach transformed $32,000 into over $1 million. 

Today, we refine and apply that strategy for professionals seeking an edge in the markets.

What we offer: 

↳ Institutional-grade stock strategies designed for long-term performance
↳ Risk-managed investment frameworks to navigate uncertainty with confidence
↳ Tailored solutions for wealth managers and family offices seeking scalable, high-conviction strategies

If you're looking to strengthen your portfolio strategy with a proven, data-driven approach, email me at marcello@mdvinternational.com

Marcello Duarte Vieira

Great managers are great at execution. It’s not only about picking good stocks, but also about position sizing, letting winners run, and cutting losses short. I would argue that execution is even more important than stock picking.

Fund Manager | Specialized Momentum & Risk-Hedged Solutions for Family Offices & Advisors | 20+ Years of Market Experience

In most market environments, strong stocks perform extremely well. The exception is bear markets and liquidity crises, where hedging matters most. Otherwise, concentrate on stocks in strong phases. Right now, memory, fiber optics, gold miners, and commodities stand out.

AI is speeding up the markets, making trends shorter and more volatile with sharper swings. More than ever, you need to move quickly and not always hold out for a pullback before jumping into a new trade.

You need conviction in your strategy so you can handle volatility without doing dumb things. Conviction comes from knowledge + experience.

Strategies should be built on first principles. There is no single magic formula in fundamental or technical analysis. You need to understand the concepts that truly make sense and matter most (the 80/20 rule), and have the courage and discipline to execute.

Most investors spend too much time asking: “Am I right or wrong?”
The better question is:
 “How much do I make if I’m right, and how much do I lose if I’m wrong?”
That is the real game.
In investing, win rate is overrated.
 Payoff ratio is what changes everything.
You can be right 70% of the time and still lose.
 You can be right 30% of the time and still outperform.
That is why investing is so hard: it goes against human nature.
 And that is also why conviction and sizing matter far more than most people think.

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The Battle

James Graham

Marcello Duarte Vieira

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taplio

The Battle

James Graham

Marcello Duarte Vieira

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Marcello Duarte Vieira's LinkedIn Performance

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Performance ScoreMarcello Duarte Vieira's LinkedIn Performance