INVESTMENT PHILOSOPHY

Our investment philosophy is backed by years of experience and is based on three pillars: capital preservation, maximization of returns and risk management.

At Crosswell Advisors, we realize that the wealth we manage is the result of many years of hard work. That is why in our investment decision-making process, we recognize the difference between investing and speculating.

Our investment policies favor experience and knowledge versus statistical investment models.

OUR FOCUS IS THE PRESERVATION OF CAPITAL FOR FUTURE GENERATIONS

BIOGRAPHY

Mr. Oropeza founded Crosswell Advisors in 2009 with the objective of providing high net worth families a truly independent and unbiased investment advice.

Prior to starting Crosswell Advisors, he accumulated vast experience in the investments industry having held executive positions at other financial institutions in areas such as fixed income trading, research and analysis, portfolio management and investment strategy development.

His knowledge expands to other fields as he started his professional career working for the Trade Commission of Mexico (Bancomext) in San Antonio and collaborated with companies in the steel and concrete aggregates industries.

Mr. Oropeza has also served as Managing Director of a Single Family Office coordinating legal, tax and insurance professionals -among other responsibilities- for an ultra-high-net-worth family with Principals in the U.S. and Mexico.

He holds a Bachelor of Business Administration in Finance degree from the University of Texas at San Antonio and completed an Executive Program in Assesment of Investment Projects at the Instituto Tecnologico Autonomo de Mexico (ITAM).