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Nosotros

Somos un equipo de Asesores Financieros Independientes con más de 20 años de experiencia en Banca Patrimonial y Privada, regulados ante la CNBV. Asesoría independiente, una profesión transformadora del presente:

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La asesoría se está transformando para brindar servicios integrales a los inversionistas. Los asesores delegan la construcción de portafolios y la gestión con herramientas tecnológicas con el fin de ofrecer mejores soluciones de inversión y servicio.

Nuestro Equipo

Eduardo Trejo

Founder & CEO

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Juan José Zaragoza

Co-Founder

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Fernando Valenzuela

Chief Tactics Facilitator

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Jorge González

Chief Tactics Facilitator

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Rubén Parada

Chief Tactics Facilitator

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Nuestros Valores

Nos enfocamos en transformar la manera de gestionar tus inversiones, combinando experiencia, tecnología y un enfoque independiente para garantizar soluciones financieras innovadoras y efectivas.

  • Integrity

  • Confianza

  • Seguridad

  • Compromiso

  • Vision

This Is Us In Numbers

$355M

Clients’ Income during the Last Quarter

10+

Business Partners in Over 30 Countries

27

Years of Experience

5

Industry Awards

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