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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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X-Square Balanced Fund

Our 60/40 mutual fund provides investors with capital conservation and long-term appreciation.
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X2 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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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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