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.