As a Registered Investment Advisor (RIA), we deliver independent, 100% fiduciary wealth management with international institutional standards from Puerto Rico, USA.
Operating within a U.S. jurisdiction combining international reach with a robust legal fiduciary framework.
In an increasingly volatile and restrictive financial landscape, our independent RIA structure allows us to act exclusively in our clients' best interest.
No ties to commercial banks or commission incentives. Pure impartial advisory focused on your wealth.
Access to top-tier global custodians with complete asset segregation.
Specialized expertise for high-net-worth individuals (HNW), family offices, and global investment structures.
Designed to preserve, grow, and structure your wealth across generations.
Custom portfolio design and active management aligned with your return targets and risk parameters.
Comprehensive guidance for complex family structures requiring unbiased consolidated financial advice.
Tailored strategies for non-resident investors and global structures within the U.S. regulatory framework.
Adjust the inputs to explore how different assumptions would affect a hypothetical example portfolio. This tool is educational and does not represent a projection by the firm.
Chosen by you. This is a hypothetical assumption — not an estimate, recommendation or offer from Vauban Wealth Management.
Important notice. This tool is illustrative and educational only. The figures shown are based on hypothetical assumptions selected by you and do not represent actual returns, firm projections, or results that Vauban Wealth Management estimates, offers or guarantees. Hypothetical results do not reflect actual trading and are not indicative of future results.
How the figure is calculated. The illustrative value applies simple annual compounding to the capital, rate and horizon you select, and is rounded to the nearest thousand. It does not deduct advisory fees, transaction costs, taxes or inflation — each of which would reduce the result, in some cases materially. It assumes the rate you selected is earned every year without variation, which no real portfolio experiences.
Results vary. The output changes with each use and over time as you change the inputs. Different assumptions produce materially different figures, and no single result should be relied upon.
What the allocation shows. The allocation is a broad, generic illustration across four asset categories — equities, fixed income, alternatives and cash. It does not consider any specific security, fund or manager, and no investment universe is screened, ranked or selected. Investments not shown here may have characteristics similar or superior to those illustrated. The allocation is not a recommendation and is not personalized investment advice.
All investing involves risk, including possible loss of principal. Vauban Wealth Management is an investment adviser registered with the SEC; registration does not imply any level of skill or training. For advice suited to your circumstances, please contact the firm directly.
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Compare the structural difference between Vauban Wealth and traditional brokers or banks.
| Key Feature | Vauban Wealth (RIA) | Traditional Banks & Brokers |
|---|---|---|
| Legal Standard of Duty | 100% Fiduciary (By Law) | "Suitability" Standard |
| Compensation Structure | Transparent Fee-Only | Commissions on Product Sales |
| Custody Segregation | Top-Tier Independent Custodians | In-House Bank Custody |
| Conflict of Interest | Mandatorily Eliminated / Disclosed | Incentives to Push Proprietary Funds |
At Vauban Wealth Management we operate under full disclosure. Review our Form ADV Part 2A (Brochure) and Form CRS / Part 3 (Relationship Summary) filed with the SEC (CRD #305222).
We are available to discuss your financial goals and demonstrate how independent management protects your wealth.
