Alveo Wealth Management, LLC

Alveo Wealth Management, LLC, also known as Navalfa, is an investment adviser registered with the SEC since 2013. The firm offers discretionary portfolio management services to separately managed accounts and pooled investment vehicles. For separately managed accounts, the firm makes investment decisions based on clients' stated objectives. Navalfa mainly uses domestic and international equity securities, corporate and municipal debt securities, and various other financial instruments in its portfolio management programs. The firm charges asset-based fees ranging from 0.10% to 1.50% per annum for separately managed accounts, and 1.0% to 1.25% per annum for pooled investment vehicles. Clients are urged to review account statements received from the custodian. Navalfa does not receive soft dollar benefits or compensation for client referrals. The firm does not vote proxies or participate in class action lawsuits on behalf of clients. Joaquin Garibay Lopez-Negrete serves as the Portfolio Manager and has a Bachelor of Arts in Business Administration. He has a background in financial services and has not been involved in any disciplinary actions. Navalfa has a privacy policy in place to protect client information and maintains security measures to safeguard confidential data. Clients can contact the firm for any privacy-related queries or complaints.