We systematically generate U.S. sourced tax-losses for our Act 60 clients, while seeking to provide moderate above market pre-tax returns. Our team brings a combined 70+ years of experience in tax minimization and portfolio construction to clients living in Puerto Rico.
Act 60 residents have not had now have the best tax strategies specifically tailored for them
Our proprietary reverse direct indexing strategy enables systematic tax-gain harvesting while maintaining portfolio exposure. Engineered to maximize Puerto Rico sourced gains, and U.S. sourced losses.
We work with each individual client to determine the best collateral, index, and tilt for their portfolio. We seek to exceed market returns through historically profitable factor tilts.
We believe that 2 of the largest determinants of success in any investment endeavor are taxes and fees. We designed our product so that tax-alpha would be 20-30 times larger than our management fees.
BrightPath Portfolios serves ultra-high-net-worth individuals, family offices, and institutional investors seeking advanced wealth optimization strategies.
Our team combines 70+ years of collective experience in international tax law, quantitative finance, and wealth optimization. We've collectively managed over $3 Billion.
We build custom, long-short reverse direct indexes for all of our clients. Schedule a call to learn more.
We are committed to helping our clients live where they want to live without worrying about capital gains taxes.
Our consultation process begins with a comprehensive analysis of your current wealth structure and tax positioning. Schedule a confidential discussion.
Your privacy is very important to us. Accordingly, we have developed this Policy in order for you to understand how we collect, use, communicate and disclose and make use of personal information.
a) Before or at the time of collecting personal information, we will identify the purposes for which information is being collected.
b) We will collect and use your personal information solely with the objective of fulfilling those purposes specified by us and for other compatible purposes, unless we obtain the consent of the individual concerned or as required by law.
c) We will only retain personal information as long as necessary for the fulfillment of those purposes.
d) We will collect personal information by lawful and fair means and, where appropriate, with the knowledge or consent of the individual concerned.
e) Personal data should be relevant to the purposes for which it is to be used, and, to the extent necessary for those purposes, should be accurate, complete, and up-to-date.
f) We will protect personal information by reasonable security safeguards against loss or theft, as well as unauthorized access, disclosure, copying, use or modification.
g) We will make readily available to customers information about our policies and practices relating to the management of personal information.
h) We are committed to conducting our business in accordance with these principles in order to ensure that the confidentiality of personal information is protected and maintained.