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Experts in active investment of pension plans and individual long-term saving funds.
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Disciplined to the core in our decision making process, methodologies, and corporate governance.
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Short term follow-up to long term strategies.
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Our interests are aligned to the necessities of our clients.
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We account for a multidisciplinary committee made up of independent professionals.
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We elaborate an optimum portfolio design in regards to profit-risk, keeping in mind each client’s maturity as well as their risk aversion.
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We are the first independent Mexican advisor authorized to manage funds in Luxembourg.
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Our performance stands on the highest ranks of three and five year private pension funds registered in CONSAR.
-
Our returns stand out from most AFORES (Retirement Funds Administrators).
-
Experts in active investment of pension plans and individual long-term saving funds.
-
Disciplined to the core in our decision making process, methodologies, and corporate governance.
-
Short term follow-up to long term strategies.
-
Our interests are aligned to the necessities of our clients.
-
We account for a multidisciplinary committee made up of independent professionals.
-
We elaborate an optimum portfolio design in regards to profit-risk, keeping in mind each client’s maturity as well as their risk aversion.
-
We are the first independent Mexican advisor authorized to manage funds in Luxembourg.
-
Our performance stands on the highest ranks of three and five year private pension funds registered in CONSAR.
-
Our returns stand out from most AFORES (Retirement Funds Administrators).