Consultiva Wealth Management, Corp. (“CONSULTIVA”) is an investment advisory firm registered with the Securities and Exchange Commission “SEC”, located in San Juan, Puerto Rico. CONSULTIVA provides independent investment advisory services for individuals, families and institutions such as: pension plans, state government entities, endowments and foundations, among others. CONSULTIVA’s services include: developing investment policies; assessing risk tolerance and investment growth needs; evaluating and recommending qualified investment managers and/or investment vehicles; and monitoring portfolio performance to ensure adherence to investment objectives, policies and guidelines. CONSULTIVA tailors its investment advisory services to each client’s particular needs. Before using this website and the services described herein, please read our TERMS AND IMPORTANT DISCLOSURES at the bottom.
- Institutions & State Government Entities
- Individuals and Families
- Quarterly Commentary
- News and Event
- Clients Only