ASSET
MANAGEMENT
Portfolio management services for Mexican and international clients may, where applicable, be provided through a U.S.-Registered Investment Adviser (RIA).¹
LOCATION A
LOCATION B
Mexico City,
Mexico²
Houston,
Texas³
Range of Service
International Clients⁴
Investment Philosophy
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Our investment approach is grounded in disciplined portfolio construction, risk management, and a long-term perspective.
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We focus on building resilient portfolios that seek to preserve capital across market cycles while capturing opportunities when risk is appropriately priced.
Asset Management
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Client advisory and asset management may be conducted by locally registered advisors, including Mexico, while limited discretionary portfolio management, where applicable, is provided through a U.S.-registered investment adviser (RIA).
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Client assets are held with regulated third-party custodians, and investment activities are conducted in accordance with applicable regulatory requirements.
Meet Your
Asset Manager
With over six years of experience in advisory and asset management, Jeronimo Muñoz Rodriguez works with high-net-worth individuals, delivering tailored investment solutions aligned with each client’s objectives and risk profile.
Jeronimo began his career advising clients in Mexico and later gained international experience working with a long/short hedge fund in London. He holds a Master’s degree in Investment and Wealth Management from Imperial College London.
He works in collaboration with GBM, Mexico’s leading brokerage firm with more than 40 years of history. GBM oversees more than USD 53 billion in AUC and over USD 9 billion in AUM, and serves 9 out of 10 domestic investment accounts.⁵
Assets and Strategies
Portfolios may include exposure to:
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Global equities
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Fixed income and cash equivalents
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Exchange-traded funds (ETFs)
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Alternative and diversifying strategies
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Structured Notes
Allocations are tailored to each client’s objectives, risk tolerance, liquidity needs, and time horizon.
Geographic Availability
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Clients are serviced under the regulatory framework applicable to their jurisdiction and the nature of the services provided.
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Mexican residents may be supported by advisors registered in Mexico for client relationship management. Portfolio management services may, where appropriate, be provided through a U.S.-registered investment adviser (RIA).
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European and international clients are onboarded and serviced through a U.S.-registered investment adviser (RIA).
Services are provided in accordance with applicable regulatory requirements. Nothing on this website constitutes an offer or solicitation to provide investment advisory services in any jurisdiction where such services would be unlawful.
Personalized investment advice is provided subject to applicable regulatory requirements. For additional legal disclaimers and information, visit: www.munozmethod.com/legal
¹ Portfolio management services referenced herein are provided by a U.S.-registered investment adviser. Jeronimo Muñoz Rodriguez is a financial advisor registered under Mexican regulations and may assist clients with onboarding, coordination, and ongoing communication. Where appropriate, clients may be introduced or transferred to a U.S.-registered investment adviser affiliated with GBM for the provision of portfolio management services. Jeronimo Muñoz Rodriguez does not act as a U.S. investment adviser and does not provide advisory services to U.S. persons in his individual capacity.
² For clients under Mexican jurisdiction, advisory and portfolio management services may be provided by Jeronimo Muñoz Rodriguez in accordance with applicable Mexican regulations.
³ Houston, Texas refers to the location of collaborating entities and service providers. This does not indicate the provision of investment advisory services by Jeronimo Muñoz Rodriguez to U.S. persons.
⁴ International clients may be supported through a combination of client coordination and collaboration with appropriately licensed advisors, subject to client eligibility and applicable regulatory requirements.
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