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, CEO | Published Author | Podcast Host | Unlocking recurring revenue with subscription, and membership models.

I’m an entrepreneur, published author, speaker and podcast host.

I’m the Co-Founder of Axis Brands, an operating and investment partner for consumer brands scaling on Amazon and DTC, and the Founder & CEO of Scriberbase, a subscription strategy firm helping leadership teams make better decisions around acquisition, retention, loyalty, and lifetime value.

Over the past 15 years, I’ve worked as an operator, advisor, and investor, helping companies move from transactional volatility to predictable recurring revenue. My approach comes from building businesses and working with Fortune 500 teams and senior executives.

I’m the author of the best-selling book 'The Subscription Boom',  and podcast host of 'Shopify Masters' and 'Entrepreneurs Exposed', where I explore how modern brands are built, and scaled.

I also speak and lead executive sessions on the subscription economy and the future of commerce.

My work has been featured in The New York Times, Washington Post, Forbes, Axios, and others.

Current:

- Co-founder at Axis Brands
- Founder, CEO at Scriberbase
- Published Author: The Subscription Boom
- Media: NY Times, Washington Post, Axios, Forbes
- Podcast Host: Entrepreneurs Exposed + Shopify Masters

Hobbies: 

- Musician and vinyl collector. 
- Sports and health nut.
- Proud father of 3.

taplio

The Battle

Marcello Duarte Vieira

Adam Levinter

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taplio

The Battle

Marcello Duarte Vieira

Adam Levinter

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

Ready to grow your LinkedIn presence?

Performance ScoreMarcello Duarte Vieira's LinkedIn Performance