The investor when choosing in what to invest his patrimony faces innumerable options, each one with different yield and risk expectations, and this makes complex the selection of values that will integrate his portfolio.

In Casa de Bolsa Finamex we have designed Finamex Investment Portfolios, agile and efficient product that allows us to offer our clients the opportunity to invest in diverse Mexican Financial Market's instruments, by means of an appropriate selection of values, always looking for the best yield with a medium and long term investment horizon.

To achieve this objective, Finamex, offers you our experts consultantship and the most modern methodology in the design, conformation and pursuit of the Finamex Investment Portfolios. Through an appropriate financial assets structure, we cover our clients’ needs and give individual solutions that offer an attractive yield.

The investment strategies and the conformation of each one of the Portfolios are executed by an Investment Committee, integrated by well known experts in the financial means. This guarantees the Finamex Investment Portfolios, all the time will stick to the established parameters what implies a surveillance and constant re-balance of the assets integrating them, and it endorses the professionalism and transparency of the decisions, making possible to take advantage of the opportunities that rise day by day within the Financial Markets.

This service rendering requires the celebration of a Stock-Market Intermediation Contract and of an Addendum, where the general terms and characteristics to be considered in the conformation of the Finamex Investment Portfolios will be specified, besides granting the discretion in the account management.

We know that each one of our clients, according to their current situation, financial objectives, investment horizon, and tolerance to the risk require an individual solution to handle their patrimony. The Finamex Investment Portfolio, due their structure, methodology and administration, offers the certainty that the resources are being wisely, transparently and professionally administered.

Considering the current situation, our clients' investment horizons, financial objectives and the tolerance to the risk, Finamex has designed three different Finamex Investment Portfolios, in order to offer an appropriate and diversified selection of values to satisfy our clientele's different investment profiles.

I. CONSERVATIVE PORTFOLIO

Designed for conservative investors defined as people adverse to the risk that looks for to protect their capital value, to maintain their patrimony purchasing power and prefer the stable yields. Their investment is in debt instruments, at medium term and high liquidity.

II.  MODERATED PORTFOLIO

In the half point we find the moderate investors. They are people willing to accept little risk carrying out a balanced investment in exchange of increasing their yield. They value the security of the debt instruments and they accept a bigger investment term. They also dedicate a small percentage from their resources to variable rent instruments. This kind of investors looks for to make grow their capital value through a diversified strategy in financial instruments.

  III. PATRIMONIAL PORTFOLIO

The patrimonial investors are those looking for high yields and that their capital grows in real terms. Although they manage a balanced investment, they are willing to include more aggressive investments and they accept certain fluctuations in the prices in order to increase their capital in the long term.

Additionally a quarterly meetings calendar is settled down with the client, in which his investment performance analysis and the strategies to follow are presented, in order to provide our investors a personalized and specialized service.

Integral Patrimonial Portfolio

Fixed Rent Patrimonial Portfolio