As Registered Investment Advisors (RIAs) we have a fiduciary obligation to our clients. RIAs are required to put their clients’ best interests ahead.
As a Puerto Rico – based RIA, we are familiar with the tax incentives of establishing and developing your business locally.
“Independent” does not mean we are alone. We work with multiple custodians such as Charles Schwab, TD Ameritrade and National Financial Services (NFS), three of the world’s largest. We have full access to a broad spectrum of boutique and institutional money managers from both the public and private equity spaces.
Via the network we have built over the years, we often have access to private equity deals and early stage venture opportunities in the private markets.
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