A global portfolio, navigated with discipline.
Alisio Capital Partners is an independent, U.S. SEC–registered investment adviser built around one strategy: broad, low-cost global ETF portfolios, managed for investors who measure success in years rather than headlines.
One strategy, built for the long horizon
We manage a single global ETF strategy rather than a shelf of products. Portfolios are assembled from broad, liquid exchange-traded funds spanning developed and emerging equity markets, fixed income, and diversifying assets, with positioning adjusted as portfolio construction and prevailing market conditions warrant.
- Global by design
- Exposure is spread across regions and asset classes from day one, rather than concentrated in a single home market.
- Built from ETFs only
- No individual stock picking and no proprietary funds — just transparent, liquid, low-cost exchange-traded funds.
- Adjusted with judgment
- Positioning is revisited based on portfolio construction and prevailing market conditions, not a fixed calendar.
A straightforward arrangement
We believe clients should be able to explain their advisory relationship in one sentence. Here is ours.
| Advisory fee | Up to 0.85% of assets under management annually, billed quarterly in arrears. |
|---|---|
| Account minimum | $20,000 to open an advisory account. |
| Engagement | A three-year minimum advisory relationship, so the strategy has time to work as intended. |
| Investment vehicles | Exchange-traded funds only — no individual securities, options, or proprietary products. |
| Custody | Client assets are held at Interactive Brokers, an independent, unaffiliated qualified custodian, never by the firm itself. |
Founded on a straight line between two coasts
The firm's name draws on the alisio trade winds that have shaped Aruba for centuries — steady, directional, and enduring. Gyendur Lopez, whose own roots trace back to the island, founded Alisio Capital Partners to bring that same character to investing: disciplined, long-term, and grounded in fundamentals rather than short-term market trends.
As the firm's Managing Adviser and Chief Compliance Officer, he oversees client portfolios across borders much as the firm's own structure does. His background spans financial control roles in public equities and real estate, and a broader finance and internal affairs role with an international cooperative — grounding Alisio's approach in the same discipline required of institutional reporting.
- MSc in Investment Management, Heriot-Watt University
- BBA, The Hague University of Applied Sciences
- Series 65 examination, passed
- Managing Adviser & Chief Compliance Officer, Alisio Capital Partners LLC
Registered, and built to stay that way
Alisio Capital Partners LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser. Compliance is not a department here — it is the same person who manages your portfolio.
Start a conversation
The best way to know whether the strategy fits is to talk it through. Reach out and we'll walk through your situation before anything is signed.