Our Role and
Scope
Our services are focused exclusively on operational support. We do not provide brokerage, advisory, lending, or investment services.
Custody and operations.
Clearly defined.
+1 - 787 425 - 0038
+1 - 787 425 - 0038
Our Role and
Our Operational Focus
Operational clarity and
client support
Operational clarity and
client support
International reach, centralized
structure
International reach, centralized
structure
Managed and located under a US jurisdiction
Managed and located under a US jurisdiction
Defined custodial and operational functions designed to
support clients within a regulated
international structure.
Governance and Regulatory
Framework
Licensed and supervised by the Office of the Commissioner of Financial Institutions of Puerto Rico (OCFI) under the International Financial Center Regulatory Act.
Built on Oversight and
Compliance
Operating within Puerto Rico’s International Financial
Center regulatory framework.
Leadership & Institutional
Experience
Private & Institutional Background
Experience developed within
established financial
environments.
International Market Exposure
Professional insight shaped
across global financial products.
Operational & Structural Expertise
Focused on institutional
processes and
operational clarity.
Private & Institutional Background
Experience developed within
established financial
environments.
Operational & Structural Expertise
Focused on institutional
processes and
operational clarity.
International Market Exposure
Professional insight shaped
across global financial products.
Shaping the Future of Institutional Custody
We are focused on developing a resilient and adaptable grounded in regulatory discipline, operational clarity, and a long term institutional vision to support the evolving requirements of global financial environments.