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Solving complex market inefficiencies through simple investment strategies
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Ztax
The first US-territory-only municipal bond ETF. For investors who seek a high yield with federal, state, and local tax exemption.
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X-SQUARE Balanced fund
Our 60/40 mutual fund provides investors with capital conservation and long-
term appreciation.
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X-Square Alternative Dividend Alpha Fund
An alternative fund that provides investors with a targeted 6.5% tax-free dividend yield, with
equity-like appreciation.
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balanced ira
The only 100% online, no commission, no penalty IRA in Puerto Rico. It invests in our X-Square Balanced Fund.
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