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Investments

Developing your investment strategy

Our focus on your unique financial goals and long-term investing success is fundamental to the selection of appropriate investment strategies and responsible management of your wealth.

ADVICE THAT SUITS YOU

Invest in your future

Wherever you are in planning for your future, we’re here to help you evaluate investment and retirement options as you work toward your goals.

Why invest with us

  • Insights derived from decades of proven experience
  • Flexible investing options
  • Personalized guidance based on your goals
  • Access to a broad range of diversified investments
  • Disciplined due diligence and investment selection process
  • Timely market commentaries
  • One login to easily access all your accounts online

Set it and forget it

Set your goals and let us do the rest. Our Investment system combines the experience of investment professionals with the power of smart technology that monitors and rebalances your portfolio for you.

If you choose to work with a financial advisor, we’ll partner with you to understand your whole financial picture and ensure all the pieces are working harder for you based on your unique investment goals.

Custody of Assets

With the special permission of OCIF (Office of the Commissioner of Financial Institutions) under Act 273 Section 12(a) (12), the IFE
will provide custody services to its clients. Custody services will include settlement, safekeeping, and reporting of customers’
marketable securities and assets.

USEFUL INFORMATION

Frequently asked questions

Got q question about how we’re organised, applying to work for us, or looking for financial or shareholder information? View more Q&A here

An International Financial Entity (IFE) is a Puerto Rico entity, organized under Act 273- 2012, engaged in traditional banking or financial services for foreign customers. IFEs are depository institutions.

We work with the most secure networks to maintain internal controls and keep you safe from cyber crime.

International payments are at the heart of international financial entities. We offer international and domestic payments, international payments, remittances and transfers.

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