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Asset Management: Reach your investment goals with smart strategies
The "Private Advisory" product provides access to a highly diversified investment strategy managed by a team of experts dedicated to optimizing investments. It is available to any Legal Entity.
It operates through a Discretionary Brokerage Intermediation Agreement, where the strategy, investment assets, and maximum and minimum investment percentages per instrument or asset class are defined.
Benefits of Asset Management
- It facilitates and streamlines the management of personal wealth and treasury surpluses.
- Different investment strategies tailored to each risk profile and investment horizons.
- Broad diversification aimed at maximizing benefits.
- Strategy management carried out by a team of experts under a solid and proven investment process.
- It is aimed at all legal entities.
- We provide firsthand personalized advisory, from the outset and throughout the duration of the contract.
- Confidence, built on transparent management practices and our success track record..
Asset management products
Maximize your finances with smart strategies in Asset Management.
Debt
Designed for investors who value stability and wealth preservation, this strategy offers attractive returns with minimal risk.
Features:
Conservative functional strategy:
100% investment in debt securities.
Profitable investments: Attractive returns with minimal risk.
Diversification in fixed, nominal, real, and floating interest rates to minimize risk.
Temporary investments tailored to your financial schedule.
Conservative
Multi-asset strategy, invested primarily in Debt instruments. Designed for investors looking to participate in the equity market with a small percentage.
Features:
Conservative strategy: 90% in debt securities, 10% in Domestic Equity.
Significant diversification across fixed, nominal, real, and floating interest rates, with a small exposure to equities.
Competitive returns with a medium-term investment horizon.
Wealth
Multi-asset strategy, invested primarily in debt instruments, designed for investors looking to participate in the equity market with a low percentage.
Features:
Moderate strategy: 80% in debt securities and 20% in Domestic Equity.
Broad diversification across fixed, nominal, real, floating, and equity interest rates.
Competitive returns with a medium to long-term investment horizon.
Balance between growth and capital preservation.
Growth
Multi-asset strategy, invested primarily in debt instruments. Designed for investors seeking to enhance their long-term investment through moderate participation in the equity market.
Features:
Aggressive strategy: 70% in debt securities and 30% in Domestic Equities.
Broad diversification across fixed, nominal, real, floating, and equity interest rates.
Competitive returns with a long-term investment horizon
Requisites
- Open a Discretionary Brokerage Intermediation Agreement.
- Minimum investment amount of $3,000,000 Mexican pesos or its equivalent in dollars for individuals and/or legal entities.
- Investment horizon according to each strategy
Contact us
Let the experts optimize your wealth with smart investment strategies through Monex Private Advisory
Disclaimers
The information provided was prepared by Monex Operadora de Fondos, S.A. de C.V., Monex Grupo Financiero (hereinafter "Monex") using publicly available information from sources deemed reliable; however, there is no explicit or implicit guarantee of its reliability. Therefore, Monex does not offer any assurance regarding its accuracy or completeness. The content of this document does not constitute an offer or recommendation by Monex to buy, sell, or subscribe to any securities or to engage in specific transactions. Additionally, it does not imply certification of the quality of the securities or the solvency of the issuer(s). Monex assumes no responsibility and will not assume any obligation arising from the content of this document, and no third party may claim damages, losses, or impairment to their assets resulting from investment decisions based on this document. Past performance is not indicative of future results for the securities presented herein; therefore, Monex will not be liable for any loss resulting from price differentials in the securities. Before making any decision, investors should consider that all investments involve risks.