Through your Financial Advisor, you have access to a range of investment solutions offered by UBS Asset Managers of Puerto Rico, a division of UBS Trust Company of Puerto Rico.
UBS Asset Managers of Puerto Rico's mission is to deliver innovative wealth management solutions designed to meet a client's investment objectives over time.
UBS Asset Managers of Puerto Rico advises and co-advises closed-end and open-end funds.1 These funds address a variety of investor needs and include equity and fixed-income funds.
For more information regarding UBS Puerto Rico Funds or the UBS Asset Managers of Puerto Rico, please contact us at 1-800-221-9825 or read our informative brochure.
1All Puerto Rico funds listed on this site may be offered, sold or otherwise transferred exclusively to individuals who have their principal residence in Puerto Rico and to corporations and other business organizations whose principal office and principal place of business are in Puerto Rico, provided that if such entity is a non-business trust, the trustee and all the trust beneficiaries must be Puerto Rico residents. Prior to the initial sale and each purchase of a Puerto Rico fund, investors will be required to execute a letter representing that the investor is a Puerto Rico resident or, in the case of purchases through UBS Financial Services Incorporated of Puerto Rico, to follow such other procedures as required for determining residency.