Puerto Rico and ACT 60
During the last decade, client portfolios have had to transition from a primary focus on Puerto Rico debt to a more diversified asset allocation. As such, correct account titling has become very important. We have been in the capital markets space collectively for over 40 years and have extensive experience managing diversified, multi-strategy portfolios, considering proper asset ownership.
We do not offer relocation services.
Wealth Management Tax Optimized Strategies: In our role, we create and manage tailor-made, active portfolios for “individual investor decree” holders maximizing their unique tax incentives while meeting the client’s risk appetite and goals. In addition, we run a number of proprietary, core ACT 60 strategies that run the spectrum from conservative to aggressive.
We assist you to:
- Properly structure businesses to maximize decrees and coordinate transfer pricing studies
- Download ACT 60 E-book
Tax-Optimized SMAs for Act 60 Beneficiaries: Our Act 60-exclusive SMAs are designed specifically for Individual Investor Decree holders, leveraging Puerto Rico’s tax exemptions to create highly efficient investment solutions. Offered independently of wealth management, these SMAs provide direct ownership of tailored portfolios structured to optimize tax benefits while aligning with growth, income, and capital preservation objectives.