We Are
Fiduciaries
As Registered Investment Advisors (RIAs) we have a fiduciary obligation to our clients. RIAs are required to put their clients’ best interests ahead.
We Know
What Makes
Puerto Rico Unique
As a Puerto Rico – based RIA, we are familiar with the tax incentives of establishing and developing your business locally.
We Have Access To Multiple
Investing Platforms Worldwide
“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.
How We Work vs. How They Work
We Are Fiduciaries
They Are Not Fiduciaries
We Are Transparent
Commissions and Often Revenue Sharing
No Proprietary Products
Sell Proprietary Products
All Our Lead Advisors Have Extensive Industry Experience
They Need Not Have Financial Education or Experience
How We Work
vs.
How They Work
We Are Fiduciaries
They Are Not Fiduciaries
We Are Transparent
They Take Commissions and Often Revenue Sharing
We Have No Proprietary Products
They Sell Proprietary Products
All Our Lead Advisors Have Extensive Industry Experience
They Need Not Have Financial Education or Experience
Advisory Services offered through Arkadios Wealth, Inc.
Select Wealth and Arkadios Capital/Arkadios Wealth are affiliated through common ownership.
© Select Wealth Advisors LLC.
All rights reserved.