Seeking After-Tax Alpha: Returns on a performance report don't matter as much as what actually shows up in your pocket after tax.
Bright Path helps investors earn alpha by getting exposure to the historical premium value stocks have earned over growth stocks. On top of this, we invest in a tax-aware way specifically tailored for Act 60 clients.
Sophisticated Strategies for
Act 60 Residents
Act 60 residents have not had now have tax-aware strategies specifically tailored for them
Reverse Direct Index
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.
Deeply Personalized Service
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.
High Quality, Low Cost
We believe that 2 of the largest determinants of success in any investment endeavor are taxes and fees.
Systematic Solutions for Sophisticated Investors
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.
Begin Your Optimization Journey
Our consultation process begins with a comprehensive analysis of your current wealth structure and tax positioning. Schedule a confidential discussion.
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