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WEALTH MANAGEMENT
 

Servicios de inversión para crecer y proteger tu patrimonio 

TECHNOLOGY DRIVES OUR BUSINESS. WE IMPLEMENT ADVANCED QUANTITATIVE STRATEGIES BASED ON SOUND ECONOMIC FUNDAMENTALS POWERED BY MACHINE LEARNING ALGORITHMS TO INCREASE INVESTMENT RETURNS WHILE MINIMIZING RISK

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INVESTMENT APPROACH

FUNDAMENTALLY DRIVEN QUANTITATIVE APPROACH

Our investment method consists of the implementation of advanced quantitative strategies driven by sound fundamentals and value investing techniques. We make agile trading decisions with one eye on increasing returns and the other on reducing risk. We continually fine-tune our models following the scientific method, testing our economic hypothesis and measuring results.

CUTTING-EDGE TECHNOLOGY AND BIG DATA

We think of ourselves as a technology company not as a financial services company. We use machine learning, big data and other technologies to find patterns, meaning and relationships in the world's data. We never stop researching and developing.

RADICALLY TRANSPARENT AND SAFE CULTURE

We foster a culture of radical creativity, intense curiosity, diversity of thought and profound transparency. We pursue innovation by the fast iteration of idea challenging, execution and testing. We believe in the power of collective intelligence and multidisciplinary collaboration. Our workplace culture relies on truthful and transparent communication to ensure the best ideas win out.

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CUSTOMIZED STRATEGY

You are at the core of our strategy. Our priority is to listen carefully and understand your needs to create a strategy tailored to you and your family’s circumstances. Whether you’re growing, preserving or transferring your wealth we’ll create a customized solution just for you. However, a few things we’ll remain constant: keeping a long-term horizon and applying advanced technology strategies to increase returns while reducing risk.

Our aim is to become a reliable partner who really understands you, and who will be there for you long term. You need an ally to help you through all of life's ups and downs. Our commitment is to help you exceed your long-term goals by pursuing exceptional results and sustain them in the long term.

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PERFORMANCE & RISK

Consistency doesn’t come easy. It requires discipline, flexibility and yielding focus. It requires continual investment in the latest technology and the best talent. We’ve developed a highly evolved operating system engineered to accelerate success and deliver high-quality returns in ever changing markets. Measuring and controlling risk is at the core of our strategy. Our strategies optimize the portfolio allocation to reduce risks while increasing returns.

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OUR CLIENTS

We understand your needs and create a customized solution to meet them. We offer a diverse range of vehicles to suit your goals risk appetite and legacy.

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HOW IT WORKS

1. TELL US YOUR NEEDS

Schedule a video call with our Chief Investment Officer to understand your needs

2. RECEIVE PROPOSAL

We use the results of your needs and objectives analysis to create a customized investment strategy

3. IMPLEMENTATION

We will implement the strategy for you and will keep you informed on the ongoing management of your assets

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OUR INVESTMENT MANAGEMENT TECHNOLOGY WILL HELP YOU MEET YOUR FINANCIAL GOALS WHILE NAVIGATING THE COMPLEXITY OF CHALLENGING FINANCIAL MARKETS AND SLOW GLOBAL ECONOMIC GROWTH

Guillermo Gonzalez Camarena 1200, Piso 5,
Santa Fe, Ciudad de México, 01376, México

© 2024 CLUSCAP. All rights reserved. 

CLUSCAP, Asesor en Inversiones Independiente, S.A. de C.V. está inscrito ante la Comisión Nacional Bancaria y de Valores (Comisión) bajo el Folio 30208-001-(16869)-07/08/2025 en el Registro Público de Asesores en Inversiones en la modalidad de Independiente a partir del 7 de agosto de 2025. Dicho registro es verificable en la página electrónica de la propia Comisión en www.cnbv.gob.mx.

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