Independence

We work for our clients through an independent business model. This allows us to make recommendations objectively without having external pressures or proprietary products.

Knowledge

Since our foundation, we have been solely focused on helping institutional investors reach financial success. This level of commitment requires an understanding of investment policies, regulations, and challenges applicable to the markets we currently serve.

Resources

Our professionals are licensed with regulatory organizations and the corresponding states. The firm’s president, Mr. Jeffrey Rodriguez, 360ONE’s President, holds the Certified Investment Management Analyst designation, the Certified Financial Planner designation, and the Accredited Investment Fiduciary designation.

We have an agreement with B Riley Wealth Management Inc. that gives us access to multiple investment management platforms and custodians. We can serve clients through a brokerage account or an advisory agreement. 

Commitment

360ONE is designed to collaborate with institutional investors. This commitment keeps our focus on the client’s needs and objectives, on the regulatory environment and on the market landscape. Providing relevant solutions through difficult times has been our competitive advantage