Freedom Advisory

Overview

Freedom Advisory launched in 2008 in Guaynabo, serving as a registered investment adviser anchored in Puerto Rico's distinct financial services sector. The firm was structured to advise individuals, pension plans, trusts, and corporations, offering a blend of discretionary and non-discretionary management that gives it flexibility across both retail-wealth and small-institutional channels. The firm's investment strategy centers on portfolio management and financial planning. Its coverage spans public equities and fixed income through separately managed accounts, with financial planning services layering on tax, estate, and retirement considerations relevant to Puerto Rico's Act 60 resident population and local business owners. The mandate extends across US and Puerto Rican markets, with a physical presence in Guaynabo. Team size and total regulatory assets under management are not publicly disclosed. Freedom Advisory maintains a single office in Guaynabo and has not announced affiliated philanthropic entities, co-investment vehicles, or private-market funds. No operational events from the last 24 months have been publicly reported. Puerto Rico's on-island RIA community remains fragmented, and Freedom Advisory's structural differentiator is its domicile. By operating as a locally registered investment adviser rather than a wirehouse branch or offshore manager, the firm competes on proximity and tax-aware advice for clients whose financial lives are shaped by the island's unique intersection of US federal and Puerto Rican tax codes.