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Asset Management

BANORTE WEALTH ADVISORS

Model Portfolios

  • Investment advisory services are provided by Banorte Asset Management, Inc., which also operates under the name Banorte Wealth Advisors and is registered with the Securities and Exchange Commission (SEC) as an investment advisor. Please note that registration as an investment advisor does not imply any specific level of skill or training. Through a disciplined process, we offer clients solutions that combine various asset classes into a single portfolio. This portfolio is built based on each investor’s investment objective, risk tolerance, time horizon, and tax situation.
  • Our portfolios are managed by Banorte Wealth Advisors’ Investment Solutions team, who, in turn, work with the most renowned wealth managers globally, to establish a range of multi-strategy and multi-manager portfolios.
  • Asset allocation takes a disciplined approach with quantitative and qualitative components to seek opportunities and protection against market adjustments, based on short, medium, and long-term investment perspectives.
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YOUR PURPOSE

IS OUR PURPOSE

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Banorte Wealth Management serves as the corporate brand for Banorte Securities International Ltd., Banorte Asset Management, Inc., Banorte Enterprises Ltd., Banorte Ventures Ltd., and Banorte Securities Holdings International Inc., all of which are affiliates and ultimate subsidiaries of Grupo Financiero Banorte S.A.B. de C.V. Brokerage services provided by Banorte Securities International Ltd., member FINRA, SIPC.  Clearing and brokerage custody services provided by Pershing LLC, member FINRA , NYSE, SIPC, a BNY company.
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Investment advisory services provided by Banorte Asset Management, Inc., also doing business as Banorte Wealth Advisors, registered with the SEC as an investment adviser. BAM Digital is a division of Banorte Asset Management, Inc. Insurance products are offered by Banorte Enterprises Ltd., also doing business as Banorte Wealth Management and/or Banorte Wealth Strategies, which is licensed as a General Lines Agency in the State of Texas (License No: 3198086). Trademarks belong to their respective owners. Restrictions and limitations apply. Banorte Wealth Management and its affiliates do not provide tax, legal or accounting advice. Please read all documents and disclosures before investing or sending money. Investing involves risks that should be carefully considered.
INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, BANORTE WEALTH MANAGEMENT OR ITS AFFILIATES * SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
For a specific description of how trade orders are routed, go to: https://www.orderroutingdisclosure.com/  and type the name of our clearing firm, Pershing LLC
*NOT A SOLICITATION TO BUY OR SELL INVESTMENT PRODUCTS*
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BANORTE WEALTH MANAGEMENT

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