Cybersecurity Statement

Website Disclaimer – BInvesting

This website is operated by Banorte Ventures Ltd., doing business as BInvesting, an ultimate subsidiary of Grupo Financiero Banorte S.A.B. de C.V.

Regulatory and Investment Advisory Services
Investment advisory services are provided by Banorte Ventures Ltd., which operates under the name BInvesting and is registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser. The firm’s principal place of business is located in Houston, Texas, USA. SEC registration does not imply a certain level of skill or training.

BInvesting provides investment advisory services exclusively through its Robo-advisor platform—an operational interactive website and mobile application—offered as part of a wrap fee program.

Custody and Brokerage Relationships
BInvesting operates under a multi-custodian and multi-broker-dealer execution framework. Client assets may be custodied at one or more independent, unaffiliated custodians. Investment transactions may be executed through one or more broker-dealers, including an affiliated broker-dealer, Banorte Securities International, Ltd. (“BSI”), which is a member of FINRA and SIPC and registered with the SEC.

BSI may facilitate onboarding and trade execution for client accounts custodied across various platforms. While this arrangement offers operational efficiencies, it may also present potential conflicts of interest. These conflicts and how they are addressed are fully disclosed in BInvesting’s Form ADV and related documents..

It is important to understand the distinction between brokerage and investment advisory services. You should carefully consider these differences before making an investment decision. Free and simple tools are available at Investor.gov/CRS to research firms and financial professionals. The site also offers educational resources about broker-dealers, investment advisers, and investing.

Investment Risk and No Guarantee of Returns

Investments made through BInvesting are not FDIC insured, not guaranteed, and may lose value. Investing in securities involves risk, including the potential loss of principal.
Past performance does not guarantee future results. Before investing, carefully evaluate your investment objectives, risk tolerance, and any applicable fees.
The information presented on this website is for general informational purposes only and does not constitute a complete or comprehensive description of BInvesting’s advisory services.

Terms of Use and Privacy
By using this website, you agree to BInvesting’s Terms of Use and Privacy Policy. Information provided on this website, including any communications through social media, does not constitute an offer, solicitation, or financial advice to buy or sell securities or other financial products.

For questions about BInvesting’s services, regulatory disclosures, or policies, please contact us at 713-980-4690 or [email protected].

Important Information

Resources

Contact