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OUR SERVICES

360ONE specializes in serving institutional investors and family offices through a coordinated set of advisory solutions.

We combine investment management, planning, and risk oversight to help clients align their portfolios with mission, policy, and long-term objectives.

Institutional Services

Institutional Investment & Advisory Services

For credit unions, cooperatives, health centers, foundations, and other community-based institutions, we provide:

  • Strategic investment policy development and review
  • Institutional portfolio management and oversight
  • Liquidity and balance sheet analysis
  • Asset-liability and risk management support
  • Board and committee education
  • Retirement plan consulting and fiduciary support

Our objective is to help institutions maintain strong liquidity, competitive earnings, and appropriate risk levels while respecting regulatory and policy constraints.

Family Office & Private Wealth Services

For families and private investors, we offer:

  • Comprehensive financial and retirement planning
  • Investment management and asset-allocation strategies
  • Business owner and liquidity event planning
  • Intergenerational and legacy planning support
  • Coordination with tax, legal, and other professional advisors

We work to bring clarity and structure to complex financial lives, helping families align resources with values, goals, and long-term plans.

Brokerage & Advisory Structure

BROKERAGE SERVICES

A brokerage account allows you to buy and sell securities for a transaction-based fee.

Broker-Dealer

  • San Blas Securities

Custody & Clearing

  • RBC Clearing & Custody

ADVISORY SERVICES

Investment advisory and portfolio management are delivered through a fee-based structure.

Registered Investment Adviser

  • San Blas Advisory

Custody & Clearing

  • RBC Clearing & Custody
  • Charles Schwab

INSTITUTIONAL FIXED-INCOME TRADING ADVANTAGE

360ONE supports institutional clients with a disciplined, transparent, and efficient fixed-income trading process.

Through our alliance with TradeWeb and MarketAxess, we offer clients institutional-grade tools designed to enhance execution quality, diversify market access, and improve pricing transparency.

Capabilities include:

  • Access to institutional liquidity
  • Electronic execution with pricing transparency
  • Competitive spreads and efficient execution
  • Regulatory documentation and reporting support
  • Integration with RBC & Schwab custodial platforms

Private Markets Access

Through our institutional relationships and advisory platform, 361 provides access to select private market investment opportunities for eligible clients seeking diversification beyond traditional public markets.

Our private markets capabilities include exposure to:

  • Private Equity – Growth, buyout, and special situation strategies
  • Private Credit – Direct lending, structured credit, and opportunistic income strategies
  • Other Private Investments – Including niche and specialty strategies within the private markets universe

These solutions may be implemented through strategic, long-term allocations or tactical opportunities, depending on client objectives, liquidity needs, and risk tolerance.

Disciplined Approach to Private Markets

Private market investments are evaluated within a structured advisory framework that considers:

  • Portfolio role and diversification benefits
  • Liquidity constraints and investment horizon
  • Risk characteristics and complexity
  • Alignment with overall OCIO and asset-liability management objectives

Our role is to help clients assess, access, and integrate private investments thoughtfully within a broader portfolio strategy.

INSIGHTS & ECONOMIC RESEARCH

Institutional decisions require context. Through collaborations with economic research partners such as Estudios Técnicos, we provide clients with insights on:

  • Puerto Rico and U.S. economic trends
  • Federal Reserve policy expectations
  • Market interest-rate scenarios
  • Liquidity and deposit forecasts
  • Sector-specific financial challenges (including FQHCs and credit unions)

These insights help clients make informed decisions rooted in data, risk awareness, and sound financial principles.

WE PROVIDE TAILORED INVESTMENT PORTFOLIO SOLUTIONS TO MEET EACH ONE OF OUR CLIENT'S UNIQUE NEEDS. WE WILL ALWAYS PUT YOUR INTERESTS FIRST.

Contact Us

Locations

  • Florida
  • Puerto Rico

360ONE LLC provides advisory and brokerage services through its affiliated entities, San Blas Advisory and San Blas Securities, serving clients across Florida, Puerto Rico, and the United States. Brokerage services are offered through San Blas Securities, member FINRA/SIPC. Investment advisory services are offered through San Blas Advisory, an SEC-registered investment adviser. Custodial relationships include RBC Clearing & Custody and Charles Schwab Institutional. Investments may lose value and are not insured by the FDIC or any government agency.

LEGAL DISCLOSURE
CUSTOMER RELATIONSHIP SUMMARY

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