Houston, TX Office

Team
Updated today
MMBG Investment Advisors Co. logo

MMBG Investment Advisors Co.

Team

Firm-wide stats for MMBG Investment Advisors Co.

Total advisors

7

Across 3 offices

Clients per advisor

20 Very Low

Avg AUM per client

$21,568,587 Very High

HNW client ratio

99% Very High

About

MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals (including high-net-worth clients), businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. Like many multi-team advisory firms, it delivers customized portfolio management through written investment management agreements tailored to each client’s objectives.

The firm uses a global investment approach that combines top-down macro analysis with bottom-up fundamental security selection, emphasizing high-quality companies, corporate governance, liquidity, and shareholder yield while using ETFs and mutual funds for thematic and diversified exposure. Portfolios include both equity and fixed-income holdings, with individual bond selection used to target duration, credit quality, maturity and liquidity consistent with each client’s investment policy statement.

MMBG’s operations include formal affiliations with foreign advisers and pooled-vehicle sponsors, and it reports a notable non-U.S. client base and cross-border activity, which is uncommon among its peers. Those international relationships — including a Mexico-registered affiliate that provides back-office, research and consulting support and an affiliated general partner for a pooled multi-strategy fund — distinguish its capacity to implement global investments and provide access to affiliated pooled products.

Based on MMBG Investment Advisors Co.

Expertise

Active portfolio management Wealth management Private / alternative investments

Based on MMBG Investment Advisors Co.

Occupation focus

Founder/Business Owner

Based on MMBG Investment Advisors Co.

Location

Houston TX

Advisors at this office

4

Advisors at this office

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Gonzalo L

Series 65

Houston, TX

MMBG Investment Advisors Co.

Gonzalo Lobeira Richardson is a financial advisor at MMBG Investment Advisors Co. with one year of industry experience. He previously worked at MG Capital for six years and Risk Counseling Associates SC for two years. Gonzalo holds a Series 65 designation and is based in Miami, FL. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up fundamental security selection and serves a notable non-U.S. client base through international affiliations.

Active portfolio management Wealth management Private / alternative investments Founder/Business Owner
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Francisco De Borja E

Series 65, Series 66

Houston, TX

MMBG Investment Advisors Co.

Francisco De Borja Echanove Camina is a financial advisor at MMBG Investment Advisors Co. with Series 65 and Series 66 credentials. He has prior experience at Banco Santander International and Banco Santander Spain, spanning from 2015 to 2023. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach that combines top-down macro analysis with bottom-up fundamental security selection and maintains notable international client relationships and affiliations.

Active portfolio management Wealth management Private / alternative investments Founder/Business Owner
user avatar

Nelson F

Series 65

Houston, TX

MMBG Investment Advisors Co.

Nelson Flores is a financial advisor at MMBG Investment Advisors Co. with a Series 65 designation and three years of industry experience. He has worked at several firms including Unimar Financial Services LLC and FirstBank Florida. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach that integrates macro analysis with fundamental security selection, offering customized portfolios that include both equity and fixed-income holdings tailored to client objectives.

Active portfolio management Wealth management Private / alternative investments Founder/Business Owner
user avatar

Armando B

Series 65

Houston, TX

MMBG Investment Advisors Co.

Armando Blancq Cazaux Lozano is a financial advisor at MMBG Investment Advisors Co. in Houston, TX, holding a Series 65 designation with one year of industry experience. He previously worked at Banco Santander International for 12 years. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach combining macro analysis and fundamental security selection, with portfolios tailored to client objectives and including equity and fixed-income holdings.

Active portfolio management Wealth management Private / alternative investments Founder/Business Owner
View complete list of advisors at this office
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