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

What catches my eye the most in the financial market this early in the year is the array of thriving sectors like gold and other metals, copper, memory, electricity, and so on, whereas the S&P 500 kicked off slowly. Unlike the previous years, I think this will be one where effective stock picking matters more than it has.

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

Founder of Design to Align | Helping business leaders implement proven systems that drive organization effectiveness, company culture, and profitability

For more than a decade, I worked inside complex organizations - supporting large-scale initiatives across Fortune 100s, Big 4 firms, and high-growth businesses in the Middle East, Africa, and globally.

After nearly three years running my own consultancy, one reality is consistent across industries, sectors, and transformation types:

𝐎𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧𝐬 𝐫𝐚𝐫𝐞𝐥𝐲 𝐟𝐚𝐢𝐥 𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐭𝐡𝐞 𝐭𝐞𝐜𝐡𝐧𝐢𝐜𝐚𝐥 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧 𝐰𝐚𝐬𝐧’𝐭 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝.
𝐓𝐡𝐞𝐲 𝐟𝐚𝐢𝐥 𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐭𝐡𝐞 𝐩𝐞𝐨𝐩𝐥𝐞 𝐬𝐢𝐝𝐞 𝐨𝐟 𝐜𝐡𝐚𝐧𝐠𝐞 𝐰𝐚𝐬𝐧’𝐭 𝐥𝐞𝐝 𝐰𝐢𝐭𝐡 𝐭𝐡𝐞 𝐬𝐚𝐦𝐞 𝐝𝐢𝐬𝐜𝐢𝐩𝐥𝐢𝐧𝐞.

Projects with strong change management are approximately 7× more likely to meet or exceed project objectives than projects where change management is weak or absent.

Research consistently identifies the top three reasons change fails:

1. Lack of active and visible executive sponsorship
2. Insufficient change management resourcing and capability
3. Poor manager engagement and reinforcement

𝐓𝐡𝐢𝐬 𝐢𝐬 𝐰𝐡𝐞𝐫𝐞 𝐦𝐲 𝐰𝐨𝐫𝐤 𝐛𝐞𝐠𝐢𝐧𝐬.

My offering is designed to address these exact failure points, end to end, as a system.

1. 𝐂𝐇𝐀𝐍𝐆𝐄 𝐑𝐄𝐀𝐃𝐈𝐍𝐄𝐒𝐒 & 𝐑𝐈𝐒𝐊 𝐃𝐈𝐀𝐆𝐍𝐎𝐒𝐓𝐈𝐂
A structured assessment of readiness and people-side risk to identify what will block adoption, what must be addressed before launch, and what can be managed during execution.

2. 𝐂𝐇𝐀𝐍𝐆𝐄 𝐌𝐎𝐁𝐈𝐋𝐈𝐒𝐀𝐓𝐈𝐎𝐍 & 𝐄𝐗𝐄𝐂𝐔𝐓𝐈𝐎𝐍 𝐒𝐔𝐏𝐏𝐎𝐑𝐓
Integrated change support alongside delivery teams to ensure stakeholders are prepared, managers are enabled, and adoption and usage align with what the project requires.

3. 𝐎𝐑𝐆𝐀𝐍𝐈𝐙𝐀𝐓𝐈𝐎𝐍𝐀𝐋 𝐂𝐇𝐀𝐍𝐆𝐄 𝐂𝐀𝐏𝐀𝐁𝐈𝐋𝐈𝐓𝐘 & 𝐆𝐎𝐕𝐄𝐑𝐍𝐀𝐍𝐂𝐄
Establishing change as a repeatable organizational discipline, clear roles, sponsorship models, governance, and standards that improve outcomes across the change portfolio.

4. 𝐓𝐑𝐀𝐍𝐒𝐈𝐓𝐈𝐎𝐍 & 𝐄𝐗𝐄𝐂𝐔𝐓𝐈𝐕𝐄 𝐂𝐎𝐀𝐂𝐇𝐈𝐍𝐆
1:1 advisory support for leaders accountable for outcomes, strengthening sponsor effectiveness, decision clarity, and leadership alignment throughout the change lifecycle.

The objective is simple and measurable:

𝐈𝐧𝐜𝐫𝐞𝐚𝐬𝐞 𝐭𝐡𝐞 𝐥𝐢𝐤𝐞𝐥𝐢𝐡𝐨𝐨𝐝 𝐭𝐡𝐚𝐭 𝐜𝐡𝐚𝐧𝐠𝐞 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐞𝐞𝐭 𝐨𝐫 𝐞𝐱𝐜𝐞𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭 𝐨𝐛𝐣𝐞𝐜𝐭𝐢𝐯𝐞𝐬 𝐛𝐲 𝐞𝐧𝐬𝐮𝐫𝐢𝐧𝐠 𝐚𝐝𝐨𝐩𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐮𝐬𝐚𝐠𝐞 𝐦𝐚𝐭𝐜𝐡 𝐭𝐡𝐞 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐢𝐧𝐭𝐞𝐧𝐭.

If you are accountable for a high-stakes change and want to reduce people-side risk, protect outcomes, and improve delivery results, let’s talk.

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The Battle

Marcello Duarte Vieira

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taplio

The Battle

Marcello Duarte Vieira

Krystyna Litwa

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Engagements

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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