A complete list of active advisors currently associated with Finamex Asset Management, LLC

Warmer can help you find a great advisor at Finamex Asset Management, LLC or one who fits your needs even better.

Finamex Asset Management, LLC provides portfolio management, financial planning and consulting to individuals, families, trusts and businesses, and describes its client base as primarily high‑net‑worth individuals living in Mexico with additional institutional clients such as pension fund managers (AFOREs) and businesses. Services are offered on both discretionary and non‑discretionary bases and include customized portfolios built from ETFs, mutual funds, individual stocks and bonds. The firm’s investment approach combines a Modern Portfolio Theory core with a tactically managed asset allocation and technically based, rule‑driven strategies to capture shorter‑term market inefficiencies; it documents a suite of model portfolios (Shield, Diversified, Barbell, Thematics, Core Equity, etc.) and emphasizes active fixed‑income and sector supervision. A notable operational feature is that a majority of the firm’s assets are managed on a non‑discretionary basis, so trade execution typically requires client authorization and can affect timing and execution compared with discretionary managers. Finamex is part of a cross‑border group structure and maintains an affiliation with an in‑house broker‑dealer (Finamex International) and related Mexican parent (Casa de Bolsa Finamex), with clearing relationships disclosed (e.g., StoneX); this broker‑dealer affiliation and reliance on an affiliated executing/custodial arrangement is uncommon among peer team firms and is disclosed as a potential source of conflicts and implementation differences. The combination of a predominantly non‑discretionary asset base together with this affiliated execution structure, plus the firm’s explicit reliance on affiliate signals for strategy implementation, are distinguishing operational features relative to similarly sized advisory teams.

To learn more about the advisors currently working at Finamex Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.