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SERVICES

Integrated Solutions

OUR SERVICES

Investment
Management

Advisory
Partnership

Retirement
Planning

Wealth
Management

Investment
Management

Retirement
Planning

Retirement
Planning

Wealth
Management

THE 360ONE ADVANTAGE

• Integrity above all

• Client-Centered Approach

• Tailored Guidance

• Passion for Service

• Personal Attention

• Disciplined, detailed asset-liability management

• Comprehensive investment counsel

• Commitment to education, and access to online resources, such as webinars

• Highest standards of accessibility and responsiveness

• Advocate for small to medium-sized Credit unions

• Focus on capital preservation

• Expertise in navigating volatile markets

• Reliable and objective

• SEC-registered investment advisors

• FINRA-registered representatives

Member of the Investments and Wealth Institute

Member of the Center for Fiduciary Studies

WE ARE CURRENTLY REGISTERED TO CONDUCT BUSINESS IN FLORIDA AND PUERTO RICO

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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