Our team

 

At CA México Asesores Patrimoniales we look after our clients’ assets by providing them with a personalized service that is supported by a team of advisors and experts in the field of asset management, in accordance with our clients’ investment objectives.

We work with the most reliable and trustworthy financial institutions. Our goal is to deliver high quality management advice and security by establishing long-term, trust-based relationships.

The management and sales department of CA México Asesores Patrimoniales holds all the certifications required by authorities and has an average experience of 20 years. This means that our clients can expect us to provide responsible investment services with total security and confidence.

In order to ensure more transparency and security, on January 9th 2015 CA México Asesores Patrimoniales filed corporate information and documents with the National Banking and Securities Commission with the aim of becoming certified and regulated as an independent advisor.