A complete list of active advisors currently associated with Mundoval Capital Management, Inc.

Warmer can help you find a great advisor at Mundoval Capital Management, Inc. or one who fits your needs even better.

Mundoval Capital Management provides discretionary asset management to individuals, trusts, estates, charitable organizations, corporations and other business entities, pension and profit‑sharing plans, and investment companies. The firm also offers ERISA plan services — including limited‑scope 3(21) fiduciary advice, IPS assistance and participant education — and serves as investment advisor to an affiliated, no‑load mutual fund (The Mundoval Fund). The firm’s investment approach emphasizes fundamental, long‑term equity analysis with a global orientation, seeking businesses with durable returns and shareholder‑oriented management; portfolios are managed on a discretionary basis and documented with client investment policy statements. Mundoval conducts quarterly account reviews (and more frequently as needed), implements rebalancing and tax‑loss harvesting where appropriate, and permits client‑imposed restrictions on investments. Compared with similarly sized supported firms, Mundoval is distinctive for its role advising an affiliated investment company and for providing plan‑level ERISA 3(21) services — arrangements the brochure highlights and discloses as potential conflicts of interest with stated mitigation procedures. The firm also describes limited custody practices (fee deductions and third‑party standing letters of authorization) and discloses that the affiliated fund may incur borrowing‑related expenses, items it documents in its Form ADV.

To learn more about the advisors currently working at Mundoval Capital Management, Inc., 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.