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Asset Management

BANORTE WEALTH ADVISORS

Portafolios Modelo

  • Banorte Wealth Advisors (Banorte Asset Management, Inc.) es un Registered Investment Advisor (RIA), que, bajo un proceso disciplinado, brinda a sus clientes soluciones que combinan diversas clases de activos, en un solo portafolio, que se construye con base en el objetivo de inversión, tolerancia al riesgo, horizonte de tiempo y situación fiscal de cada inversionista.
  • Nuestros portafolios son administrados por el equipo de Soluciones de Inversión de Banorte Wealth Advisors, quienes, a su vez, trabajan con los más renombrados gestores de riqueza a nivel global, para establecer una gama de portafolios multiestrategia  y multimanager.
  • La asignación de activos adopta un enfoque disciplinado con componentes cuantitativos y cualitativos para buscar oportunidades y protección frente a ajustes del mercado, basándose en perspectivas de inversión de corto, mediano y largo plazo.
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YOUR PURPOSE

IS OUR PURPOSE

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.
FINRA Broker Check
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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