What we offer
Investment Advisory
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Consultation on existing programs
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Assessment of objectives and goals
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Creation of a personalized investment policy statement
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Design of strategic asset allocation
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Selection of “best-in-class” managers
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Oversight and evaluation of managers
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Provision of portfolio risk analysis and performance attribution
Why us
Key Differentiators
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BWA is unique in the range and depth of service that it provides to Mexican clients with U.S. connections.
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Until now, a Mexican family would have to attempt to bring together attorneys, legal advisors, tax advisors, trust specialists and investment professionals in the U.S. and Mexico. The result was likely to be cumbersome and costly. BWA offers most of these services in-house or through trusted partners to create seamless, efficient solutions for our clients.
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Our practice areas are led by senior professionals, rather than the transient account officers with limited experience seen at many other firms.
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Unlike other firms, our firm’s exclusive focus is “U.S. connected” Mexican families and individuals. This differentiates us from Mexican financial institutions that focus primarily on Mexican resident clients and U.S. financial institutions that focus on comparable U.S. clients.
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Our ability to address cross-border and transnational issues of our clients makes us unique in the advisory marketplace.
Transparency & Independence
BWA receives no fees other than those paid by and disclosed to our clients. We do not receive any fees or retrocessions of any kind from third-parties, such as fund managers. We believe that our fee policy helps us to avoid conflicts of interest, and better ensures we are acting in the best interests of our clients.
Whether or not we are acting as an actual fiduciary for a client, at all times we hold ourselves to a fiduciary standard of conduct. A fiduciary standard means that we always try to act in the best interest of our clients.