WHO WE ARE

We are a Texas LLC registered to conduct our business activities in the State of Texas.  We are not an investment adviser nor a broker-dealer.  Our advisory activities do not require registration with the SEC as we do not transact in regulated securities on behalf of our clients.

WhatsApp Image 2021-08-30 at 8_edited.jpg
OUR TEAM

Juan Pablo Alvarado

Analyst

Juan Pablo holds a Bachelor's Degree in Finance from the Independent Technological Institute of Mexico (ITAM).

CFA Level I candidate.