Invertraining
Investment Management - Puebla, Puebla, Mexico
Invertraining Employees
Invertraining Details
Invertraining's mission is to help professionals and entrepreneurs to adequately invest their savings in the financial markets, guided by an Investment Advisor, registered at the National Banking and Securities Commission, without any conflicts of interest. As an Independent RIA, I don't work for any financial institution, waiving any conflict of interest or biased advise that may arise, giving only neutral advisory holding the client's interests in priority. We help our clients in 3 ways: 1-Financial Education through courses and workshops for those who want to trade their own accounts 2-Through the Investment Advisory Service for those who don't have enough time to take on their own accounts and prefer an automated investment scheme (DRIP's for example) and 3-Through the Investment Management Service, in which I act with the power of attorney in any of the 36 authorized brokers in Mexico, as the investment manager, according to our client's goals in a completely customized portfolio.
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