Strong advisor-to-client ratio (1:3), ensuring personalized attention and service.

No disciplinary or conflict alerts, indicating a clean regulatory history and ethical practices.

Certified B Corporation™, demonstrating a commitment to social responsibility and prioritizing people over profits.

Limited service area, as they currently only serve clients in one state (Puerto Rico), which may restrict access for potential clients elsewhere.

High average client balance ($39.3 million), which may make them less accessible for average investors or those with smaller portfolios.

Potential conflicts related to performance-based fees, which could incentivize higher risk-taking in investment strategies.