ABOUT US
Our mission
WE BELIEVE the world can be a much better place if we help our clients to succeed in preserving, generating and transferring a legacy of wealth and values to both the next Generation and Society.
VALUES
TRUST
Trust, that takes years to earn and seconds to lose, is the foundation of our work.
CONFIDENTIALITY
Confidentiality is our hallmark.
OBJECTIVITY
Objectivity is to have one's own opinion, with a spirit of continuous learning.
EXCELENCE
Professionalism, seeking a policy of excellence and work ethics.
LOYALTY
We are loyal to our clients, putting their interests ahead of our own.
PRAGMATISM
Flexibility and adaptability is the key to success to achieve our customers' objectives.
COMUNICATION
Communication is the most important instrument in our work, and is based on listening, more so tan simply talking.
CONNECTION
Digitalization is important, but human interaction is based on close connection.
REPUTATION
It will always be preferable to lose a business than to lose a reputation.
Meet our team
DANIEL CERVANTES
Partner
RAFAEL ALBERCA
Partner
RÁUL NAVARRO
Investment Analyst
ANAHÍ VÁZQUEZ
Investment Analyst
DAVID RODRÍGUEZ
Investment Analyst
MARIANNA HERNÁNDEZ
Consultant
MERCEDES VÁSQUEZ
Office Manager
