About

Founded on deep expertise in global financial markets, GAMMA was established with a clear vision: to deliver institutional bond execution across Central America and the Caribbean, complemented by regulated wealth solutions for individuals and families.

Since its inception in Puerto Rico in 2019, the firm has obtained key regulatory licenses — as a Registered Investment Advisor (2019), International Financial Entity (2021), and FINRA member Broker dealer (2021).

Today, GAMMA operates with a global, technology-driven structure, expanding its presence through a new office in Miami and a renewed institutional brand.

Mission

To deliver an exceptional, white-glove experience in wealth management and securities services, rooted in discretion, personalization, and alignment. Our commitment is to reflect the unique ambitions of each client whether family or institution through innovative, tailored solutions.

Vision

To be recognized as a boutique financial group that sets a new benchmark in trust, innovation, and excellence, enabling clients to achieve their financial goals and preserve their legacy across generations.

A boutique investment firm

An institutional trading firm

US Regulated
Financial Entity

Regional
Expertise

Cutting-Edge
Technology
Driven

Independent
Research & Idea
Generation

Team

How We
Are Different

At Gamma, we view you as our partner and are completely transparent in the financial products you invest in. Additionally, our goal is to eliminate conflicts of interest within the investment process.

We seek to become a trusted partner who helps you carry out the assigned objectives that ultimately bring success for the betterments of your company, family, or other long-term initiatives.

With bank and custodian relationships around the world, we strive to find the best products for each asset class, regardless of asset manager’s name, location or size. 

How We
Are Different

Aligned Interest With Our Clients

At Gamma, we view you as our partner and are completely transparent in the financial products you invest in. Additionally, our goal is to eliminate conflicts of interest within the investment process.

Stronger Relationship

We seek to become a trusted partner who helps you carry out the assigned objectives that ultimately bring success for the betterments of your company, family, or other long-term initiatives.

Open Architecture

With bank and custodian relationships around the world, we strive to find the best products for each asset class, regardless of asset manager’s name, location or size. 

Our team is ready
to serve you,
wherever you are

San Juan, Puerto Rico
Miami, Florida

San Juan, Puerto Rico
Miami, Florida

Empowering you
with valuable
investment insights

Gamma’s team of experts is committed to empowering you with valuable investment insights, research, and perspectives to support well-informed decision-making. Our goal is to deliver fresh viewpoints and actionable insights through our Monthly Commentaries. Join us on this enriching journey—exploring new ideas, expanding horizons, and embracing the exciting possibilities that await.

Connect
with us

Addresses

Ochoa 500 Building, La Tanca Street, Suite 305, San Juan, Puerto Rico

1395 Brickell Ave, Suite 630, Miami, USA, FL 33131

Email

info@gammaib.com

Office (Main)

+1  787  957  3260

Whether you are ready to begin or have questions regarding the scope of our services, we encourage you to give us a call, send an email or use the submission form below to begin.

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