When Don Allen W. Lloyd, founder of the company ALLEN W. LLOYD Y ASOCIADOS SA brokerage house, died in 1970, his partners continued to expand the group of services through new companies in the field of INVESTMENT, INSURANCE AND REAL ESTATE COMPANIES . However, after several years, in February 2006, they decided to sell the financial part.
In 2008 and at the insistence of insurance and real estate clients, it was decided to provide investment services again through the establishment of ” O’ROURKE Investment Funds”, obtaining the corresponding authorization from the BANKING AND NATIONAL COMMISSION OF SECURITIES under official letter 312-3 / 12285/2008 dated December 11, 2008.
This authorization allows ” O’ROURKE Investment Funds” to select and distribute all the Investment Funds registered in the Mexican Stock Exchange, both in terms of debt (fixed income), and variable income (stock market) or currency hedging (dollars). or Euros).
Today, a team of professionals works to provide you with the best services, and is made up of investment experts authorized by the National Banking and Securities Commission; with expert insurance agents accredited by the National Insurance and Bonding Commission and Real Estate Advisors registered with the Mexican Association of Real Estate Developers.
Currently ” O’ROURKE Investment Funds”It has offices in Guadalajara (2), Puerto Vallarta and Ajijic in Jalisco and in San Miguel de Allende, Guanajuato.
We are at your service to advise you in a professional and friendly environment.