We are an RIA based out of Pueto Rico. We also have our own BD, and our own insurance agency. We are Minority owned certified entity (MBE). We work with clients helping them with all their financial planning concerns, whether individuals, entities, or business, trying to find them financial solutions to meet their goals. We started Pariter in 2007, but we've been RIAs since 2000. Our goal is to expand our business beyond Puerto Rico, particularly to FL, Miami to be more specific, due to the fact that we speak both English and Spanish, and would love to expand our business, since we work under the US banking and investment system, so we believe that works in our advantage. ALso, PR has very attractive tax incentives, that would be ideal fro a firm from the US to take advantage of it. Law 20 caps the taxes at 4% for a PR based corporation that export their services, so a US firm that partner with us would reduce its taxes substantially under this incentive.
In essence, we would pursue this expansion of our business either thru acquisition, or partnering with a firm with a similar vision to us, so we can help each other.