Vauban Wealth Management

Vauban Wealth Management provides personalized investment management services for individuals, high-net-worth clients, trusts, estates, and corporations. The firm offers both discretionary portfolio management, where Vauban Wealth Management makes investment decisions on your behalf, and non-discretionary management, where recommendations are provided for your approval. Investment strategies range from conservative fixed-income portfolios to growth-oriented equity strategies and alternative investments, tailored to your risk tolerance and financial goals. Vauban Wealth Management emphasizes a thorough analysis of fundamental and technical market factors when constructing portfolios. While the firm does not have a formal account minimum, it retains the right to accept or decline relationships. Vauban Wealth Management is registered with the Securities and Exchange Commission and is affiliated with Vauban International Bank, which often serves as custodian for non-Puerto Rico clients.