https://www.invex.us/home daily 1.0 2026-02-05 https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1550091391521-NEJW89QEN26636SCIFLI/red.PNG Invex LLC https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1671029711243-R5Y23AXCWSAZ05W6BQ96/unsplash-image-_JBKdviweXI.jpg Invex LLC https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1672062816358-UBTZYRQDFOP47MIAM6PL/Invex%2BMiami.jpg Invex LLC Flexible Our flexible structure has allowed us to fulfill the investment objectives of our diverse client base https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/c408b179-3d76-415f-a197-b80d16b4f34a/unsplash-image-a4pIgOVObGc.jpg Invex LLC - INVEX was founded over 30 years ago. 1991 - INVEX Casa de Bolsa 1992 - INVEX Broker-Dealer 1993 - INVEX IPO 1994 - INVEX Banco (Bank Division) 1995 - Start of Regional Expansion 1997 - INVEX Fiduciario (Fiduciary Division) 2001 - INVEX Operadora (Mutual Funds Division) 2007 - INVEX Infraestructura (Infrastructure Division) 2013 - INVEX Arrendadora (Leasing Division) 2015 - INVEX Advisors https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/7dbb726b-215d-436f-894d-9c0fc1cfc966/unsplash-image--KOBd29EtYk.jpg Invex LLC - Your Financial Partner https://www.invex.us/private-clients daily 0.75 2024-10-16 https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1672063049260-3H535UVT0P0NJ7OZK8KD/unsplash-image-kOfVxiO1LOk.jpg Private Clients https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1550757653065-XU4ZKEQ4U3MJU7NXBBVH/INVEXLLC.png Private Clients https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/e8329c9a-7868-4d00-b0d7-0793f8d142e0/INVEX+Global+Investment.jpg Private Clients - Global Investment Portfolios Our clients are matched to their ideal portfolio based on each individual client’s risk profile, financial objectives and investment timeline. Our platform’s open architecture allows us to choose from a spectrum of best in-class products, without conflicts of interest while maintaining our high diversification capabilities. https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/3dd57d85-95a0-4fc2-9b03-f733f9c9efe3/unsplash-image-JQUrgUn_pr4.jpg Private Clients - Brokerage Throughout the years, we have grown a wide network of counter-parties regionally, providing us with local market-pulse and insights, while bridging geographical distances. By working closely with our in-house trading desk, we keep our clients connected with the markets. https://www.invex.us/invex-insitutional daily 0.75 2024-10-16 https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1550095804963-VTFHBRQU6K3NBKRGGP2T/red.PNG Invex Institutional Clients https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1610663540697-55GK7AZNHZBWVJMZHU7Q/lou-brassard-vuNTWzg4zdo-unsplash.jpg Invex Institutional Clients https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1671030866875-AJYTJPDXO3VPP64UMMWL/unsplash-image-g3z-CgUiPtg.jpg Invex Institutional Clients https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1671031000462-1H5NLBVPT9GXIQ16ZPKJ/unsplash-image-i4E-l6UOtKc.jpg Invex Institutional Clients https://www.invex.us/products daily 0.75 2020-12-28 https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1603986862718-PS26CJDVOH3OSE8V6TKV/Flexible1.jpg Our Products https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1603986878954-2LSMICP8FC8PW649HCU1/a37.jpg Our Products https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1603986912767-9QF84XWK5HTH1U30AW14/a21.jpg Our Products https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1603986930567-W11HMEWJ94NKZHUVOYOT/A39.jpg Our Products https://www.invex.us/miami2025 daily 0.75 2025-02-25 https://www.invex.us/terms-of-use daily 0.75 2019-09-20 https://www.invex.us/bcp-disclosure daily 0.75 2026-03-16 https://www.invex.us/advisory-mandates daily 0.75 2022-12-26 https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/99a47fbe-c9e2-4e37-b604-9f927db38e77/unsplash-image-_JBKdviweXI.jpg Advisory Mandates - Managed Accounts We believe in providing the structure and tools needed by our clients to manage their assets comfortably. Depending on our client’s desired level of involvement and individual needs; our clients may choose from model-based management or custom-built advisory. Additionally, INVEX Advisors has the ability to work with the custodial institution of choice, without limiting our comprehensive investment counsel capabilities. We give our advisory clients access to fully consolidated reports, resulting in increased transparency and deeper insight. In other words, the communication between advisor and client is transparent and constant. https://www.invex.us/subscription daily 0.75 2019-02-26 https://www.invex.us/synopsis daily 0.75 2019-02-26 https://www.invex.us/contact daily 0.75 2019-03-05 https://www.invex.us/contact-us daily 0.75 2019-03-05 https://www.invex.us/disclosure daily 0.75 2019-09-20 https://www.invex.us/crs daily 0.75 2021-03-12 https://www.invex.us/funds daily 0.75 2026-01-21 https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1603807325967-HY40JKJAUDF4OHNFEOG9/A13.jpg INVEX Funds - INVEX Global Opportunities Investment company with the objective of maximizing returns; investing globally in structured products, bonds and short-term instruments, issued by both governments and companies. Although there are no geographic limitations, the fund's main focus will be on Emerging Markets, not exceeding 15% of its assets for each corporate issuer and 20% for structured products. The Fund invests in assets that offer value, either directional or relative to other similar assets. https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1603807450100-PJXISH0YQMNOMLA6NN3A/A28.jpg INVEX Funds - INVEX Short Duration Investment company whose investment objective is to preserve capital and generate income, seeking to achieve this objective with limited volatility in the fund price (NAV). The fund may invest in deposits, investment grade bonds and structured products of very short duration, issued by both governments, quasi-sovereign entities and companies. The fund may not invest more than 5% in any issuer, nor exceed 20% by country or sector (except for the financial sector). The Fund invests in assets that offer an attractive return in the short term, without compromising credit quality and focusing on risk control. https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1624474205134-1P2UQNLZOUUVYJIXGGH1/006.jpg INVEX Funds - INVEX Income Fund Investment company whose investment objective is long-term capital appreciation in preferred shares and variable income securities. The portfolio invests in a limited number of strong, high-quality companies, domiciled in the US, who currently pay and increase their dividends each year. The fund seeks to have a reduced volatility while offering an attractive risk return. https://www.invex.us/managedaccounts daily 0.75 2020-11-03 https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1603990908814-5O4NLK3B44491T6TWNNK/A19.PNG Managed Accounts - Consolidated Portfolio Reporting https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1603214989005-6RG0UH6WIKZY1LTYNTFA/Massttro.PNG Managed Accounts https://www.invex.us/portfolios daily 0.75 2024-10-16 https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1603807930140-U1NI04JFGD3YFQBFM64T/Flexible.jpg Portfolios - 100% Deuda 100% invested in debt funds, with a healthy mix of Emerging and Developed markets https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1603808031478-SS2C94UHFDO9KCGLGT7E/a21.jpg Portfolios - Moderado 72.5% on debt funds, biased towards Emerging Markets, in combination with 27.5% of equity https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1603807906745-UK2LHTJYKD6MUG5T0KAP/a27.jpg Portfolios - Conservador Focused at 90% on debt funds with a 10% mix invested equity https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1603808149842-AW0HT3709T41L1SNHKXX/a41.jpg Portfolios - Balanceado Invested principally in equity with 44.5% focus on debt funds https://www.invex.us/privacy-policy daily 0.75 2021-11-04 https://www.invex.us/invex-private-clients daily 0.75 2022-06-03 https://images.squarespace-cdn.com/content/v1/5c62d804d86cc9383109a993/1556898634148-PSM3J7EYX563MJH11PP3/Invex+Advisors.jpg INVEX Private Clients https://www.invex.us/cbarrientos daily 0.75 2025-07-26