Experience
Makes all the difference
Our value proposition is based on the following guiding principles:
First, do no harm: our team of advisors partners with individuals and institutions to help them protect and responsibly grow their wealth.
Stewards of our client's wealth: we offer our clients a higher standard of care. As a team we recognize that we can only maximize our long-term success if each and every one of our clients is equally successful.
An institutional approach: our team of advisors was born from a multi-billion dollar investment consulting practice. During the past 15 years our team has worked with some of the largest institutions and wealthiest families in Puerto Rico, the Caribbean and Latin America. We believe our individual and small business clients can benefit from employing best in class institutional practices in their investment process.
Helping you make intelligent choices: in today's marketplace where investment products have been commoditized, what sets us apart is the quality of our advice. Our clients rely on our guidance during periods of market stress. We help them avoid the common pitfalls of emotion-driven investing.
Reputation and Integrity: we are a values-based team. We are proud of the fact that our team has a long-standing record of regulatory compliance and excellence.
Commitment to professional development: our team of advisors has very strong academic and professional backgrounds, but every year we invest in continuing education with the goal of enhancing our expertise. Our advisors have held prior roles in investment banking, fixed income trading, asset management, and financial audit. Please go to our team bios section for more details.