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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
  • Charles Schwab
  • Investment (use exact legal name on the site)

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
  • Investment (use exact legal name on the site)

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

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.

OUR COMMITMENT TO INSTITUTIONAL EXCELLENCE

360ONE is uniquely positioned to support institutions navigating regulatory complexity, liquidity cycles, and operational demands.

We help boards, CEOs, CFOs, and finance committees make informed decisions through:

  • Investment policy development and review
  • Asset-liability analysis
  • Reserve and liquidity planning
  • Portfolio risk evaluation
  • Benchmarking and performance oversight
  • Stress testing and scenario planning

Our institutional clients trust us because we combine investment expertise with clear communication, disciplined oversight, and an unwavering commitment to their mission.

WHY 360ONE

Clients choose 360ONE for two reasons:
expertise and partnership

We combine institutional-grade investment discipline with boutique-level attention to deliver solutions tailored to each client’s goals, policies, and regulatory environment.

OUR DIFFERENCE

  • Institutional expertise with a boutique approach
  • Extensive experience with credit unions, cooperatives, and FQHCs
  • Multi-custodian capabilities with RBC & Schwab
  • Transparent, client-first advisory model
  • Fiduciary discipline and direct board/committee engagement

Our philosophy is simple: offer clarity, discipline, and partnership — always in the best interest of the client.

STRATEGIC ALLIANCES

To support our institutional and family office clients, 360ONE collaborates with established partners that provide specialized capabilities across brokerage operations, custody, economic research, and institutional fixed-income trading.

Our key alliances include:

  • San Blas Securities — Broker-Dealer
  • San Blas Advisory — Registered Investment Adviser
  • RBC Clearing & Custody — Custodial Services
  • Charles Schwab Institutional — Custodial Services
  • MarketAxess — Electronic fixed-income trading platform providing institutional-grade access, price transparency, and efficient execution
  • Estudios Técnicos — Economic Research, Benchmarking & Institutional Analysis
  • Investment Platform Partners — Technology & advisory infrastructure support

These partnerships allow us to deliver a scalable, compliant, and institution-ready advisory experience.

About
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CREDENTIALS & CAPACITY

Jeffrey Rodríguez, CIMA®, CFP®, AIF®

Our goal is to provide the expertise and capacity required to help clients pursue long-term financial goals with clarity and confidence.

Professional Designations:

  • Registered Representative of San Blas Securities (FINRA)
  • Investment Adviser Representative of San Blas Advisory (NASAA)
  • Certified Investment Management Analyst® (CIMA®) (Investments & Wealth Institute)
  • Certified Financial Planner™ (CFP®) (Certified Financial Planner Board)
  • Accredited Investment Fiduciary® (AIF®) (Center for Fiduciary Studies)

These credentials reflect rigorous training, examinations, ethical standards, and ongoing continuing education.

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CURRENTLY REGISTERED TO CONDUCT BUSINESS IN PUERTO RICO AND FLORIDA

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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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