Most experienced team
We are the largest independent Asset Management team in Mexico.
We have over 30 years of experience managing the assets of Mexican and foreign institutional clients.
We have over MXN$96 billion in funds and investment mandates under management.
Investment funds
Investment funds
National and international bonds and equities Know our funds
Investment mandates
Customized portfolio structure and management
Tailored investment baskets and life cycles
Trust
Investments and trust funds related to inheritance
Record Keeping
Individual record management
The system gets constantly updated.
250+ clients
200,000+ individual records
Parameter setting of loans according to bylaws
Online loan application and access
Others
Electronic invoicing (CFDIs) for:
- Contributions to and drawdowns from pension funds
- Interests accrued on savings funds
Our clients
