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INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT




Our objective is to generate real returns in a long term horizon by taking advantage of Market opportunities.

Our objective is to generate real returns in a long term horizon by taking advantage of Market opportunities.

BEST OPTION

BEST OPTION




  • 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).

  • 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).

OUTSTANDING RETURNS

OUTSTANDING RETURNS




Plotter

Interactive chart

INVESTMENT PRODUCTS

INVESTMENT PRODUCTS




REGULATION

REGULATION




VITALIS is an independent investment advisor is registered by the Comisión Nacional Bancaria y de Valores with the number 30053.

VITALIS is an independent investment advisor is registered by the Comisión Nacional Bancaria y de Valores with the number 30053.