Popular Asset Management is an investment adviser registered with the Securities and Exchange Commission and a wholly owned subsidiary of Popular, Inc. Popular Asset Management provides investment management, consulting, and advisory services to mutual funds known as the Popular Family of Funds, separately managed accounts for institutions, private credit funds, and federal retirement plan services under federal retirement plan rules. The firm offers equity, fixed-income, and money market investment strategies, with a strong focus on institutional and corporate clients in Puerto Rico. Client accounts are managed on a discretionary or non-discretionary basis depending on the agreement. Popular Asset Management works alongside affiliated entities such as Banco Popular de Puerto Rico and Popular Securities to deliver financial and banking services, though the advisory services are distinct. The firm utilizes various analytical methods including fundamental, quantitative, technical, and macroeconomic analysis to guide its investment decisions while managing risks associated with market fluctuations, foreign securities, and specific geographic concentrations in Puerto Rico.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.