Mmbg Investment Advisors Co.

MMBG Investment Advisors Co. is a Miami-based investment advisory firm established in August 2016 and registered with the US Securities and Exchange Commission in October 2016. The firm specializes in providing discretionary investment advice across a wide range of securities products and industries, including equity, fixed-income securities, and cash equivalents. MMBG offers tailored advice to clients based on their investment objectives and restrictions specified in the investment management agreements. The firm also provides limited financial planning services in certain cases. As of December 31, 2022, MMBG managed approximately $1.72 billion in regulatory assets under management on a discretionary basis. For fees and compensation, MMBG charges fixed asset-based fees ranging between 0% and 2% annually of the client's assets managed by the firm. Additionally, the firm may charge fixed, non-asset-based fees for specified services, typically ranging from $1,000 to $20,000. MMBG does not participate in wrap fee programs and does not charge performance-based fees at present. The firm serves individuals, small and large businesses, and institutional clients with a minimum account size of $500,000 USD, although this requirement can be waived at the firm's discretion. Clients are responsible for their own custodial fees and may incur brokerage and other transaction costs. MMBG's investment strategies are based on deep company and industry knowledge, focusing on high-quality companies, transparent management teams, strong corporate governance, and other key factors. The firm employs a global investment strategy with both top-down and bottom-up approaches, predominantly relying on fundamental analysis. Risk factors include active risk, company risk, financial risk, inflation risk, management risk, and market risk, among others. MMBG does not vote proxies on securities and clients are expected to vote their own proxies. The firm accepts discretionary authority to manage securities on behalf of clients, with limitations set forth in the investment management agreements. MMBG does not maintain custody of client funds or securities, and all assets are held at qualified custodians.