Asesoria Financiera Independiente, Inc.

Asesoria Financiera Independiente, Inc. provides fee‑only investment advice to a small number of clients, primarily families and family‑held trusts, and does not act as a custodian or execute trades on clients’ accounts. The firm offers consultations and ongoing advisory services rather than portfolio management or trading on behalf of clients.

The firm employs a strategic asset‑allocation, core‑and‑satellite approach using bonds, mutual funds and ETFs with global diversification and long holding periods, and documents each client’s objectives and risk profile. Advice is delivered almost entirely on a nondiscretionary basis, with clients retaining authority to place orders and implement the firm’s recommendations through their custodians.

AFI is distinctive among solo independent advisers for serving a concentrated, cross‑border client base in Mexico and for operating strictly as a nondiscretionary, advisory‑only practice. The principal’s long private‑banking background in Latin America and Europe underpins a focus on internationally diversified, currency‑aware portfolios while excluding margin, short sales, derivatives, private equity and hedge fund exposures.