1. About The Munoz Method

 

The Munoz Method (The Muñoz Method) is a media and educational platform that includes a podcast, written content, and related materials focused on investing, markets, and financial concepts.

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The Munoz Method is not an investment advisory firm, broker-dealer, or registered investment adviser, and does not provide personalized investment advice, recommendations, or solicitations.

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All content published under The Munoz Method name is provided for informational and educational purposes only.

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2. No Investment Advice

 

Nothing on this website, podcast, or any related content constitutes:

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• Investment advice

• A recommendation to buy or sell any security

• An offer or solicitation to engage in investment advisory services

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Any investment decisions should be made based on an individual’s financial circumstances and, where appropriate, in consultation with a qualified financial professional.

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3. Relationship to Financial Services and Advisory Firms

 

Jeronimo Muñoz Rodriguez is a financial professional who works with GBM, a Mexican brokerage firm, under the AFA structure, and collaborates with professional advisors from GBM’s international affiliate, GBM Wealth Management, a U.S.-registered investment adviser (RIA).

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However:

• Jeronimo Muñoz Rodriguez is a financial professional registered and authorized to provide investment-related services in Mexico under applicable Mexican regulations.

• Jeronimo Muñoz Rodriguez is not a U.S.-registered investment adviser

• Jeronimo Muñoz Rodriguez does not act as an investment adviser on behalf of any RIA

• Jeronimo Muñoz Rodriguez does not hold himself out as providing investment advisory services through a U.S.-registered investment adviser

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When applicable, clients who engage in investment advisory or portfolio management services do so directly with the registered investment adviser, under that firm’s regulatory framework and agreements.

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4. Nature of Collaboration and Client Guidance

 

Clients subject to Mexican jurisdiction may seek asset management and portfolio management services through Jeronimo Muñoz Rodriguez in accordance with applicable Mexican regulations.

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Where a client engages in investment advisory or portfolio management services provided through a U.S.-registered investment adviser (RIA), Jeronimo Muñoz Rodriguez may collaborate with registered advisors as part of a broader advisory team to support the client throughout the process.

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Such involvement is limited to client support, education, and coordination, and does not include discretionary portfolio management or the provision of regulated investment advice through a U.S.-registered investment adviser.

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5. Independence of The Munoz Method

 

The Muñoz Method is an independent platform and is not owned, operated, sponsored, or endorsed by:

• GBM

• GBM Wealth Management

• Any broker-dealer or registered investment adviser

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Any references to financial institutions, investment platforms, or service providers are for informational purposes only and do not imply a formal affiliation with The Muñoz Method.

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6. Jurisdictional Limitations

 

The availability of financial services referenced on this website may vary by jurisdiction and is subject to applicable laws, regulations, and eligibility requirements.

This website is not intended to be directed to any person in any jurisdiction where the publication or availability of such content would be contrary to local laws or regulations.

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7. Accuracy of Information

 

While reasonable efforts are made to ensure the accuracy of the information presented, no representation or warranty is made as to its completeness or reliability. Market conditions, regulations, and investment environments may change over time.

Past performance discussed in any content is not indicative of future results.

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8. No Client Relationship Created

 

Accessing this website, listening to the podcast, or engaging with any content published under The Munoz Method does not create an advisory, fiduciary, or client relationship with Jeronimo Muñoz Rodriguez, GBM, GBM Wealth Management, or any affiliated entity.

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9. Contact Information

 

For questions regarding this legal disclosure, please contact: munozmethod@gmail.com