INTRODUCING
Eguía
A leading financial services firm with a track record of providing deal execution, investment and advisory solutions.
about eguia
Eguía stands as a conviction-driven Financial Services Company residing in the heart of San Juan, Puerto Rico, where national capital markets expertise is paired with singular insights unique to the regional market. We believe that tradition is only made sharper by the cutting-edge, helping us turn long-term appreciation into a legacy of shared success.
Our Business Principles
Service
We lead with a service-first approach, positioning ourselves to foresee and adapt to the wide-ranging needs of our clients and customers by providing them with thoughtful, innovative solutions.
excellence
Our ambition is firmly rooted in the pursuit of excellence, relentlessly aiming for superior performance and securing remarkable outcomes for our clients, shareholders, and our organization across all sectors.
integrity
We hold ourselves to the highest of ethical standards, maintaining the tenets of transparency and attentiveness that have guided our foundation since the very beginning, and ensuring that our actions regularly resonate with a profound sense of pride and purpose.
loyalty
The value of our clients is immeasurable. And it is their loyalty and dedication that we strive to reciprocate. By engaging in meaningful partnerships with our clients, we nurture a long-lasting collaboration that is built upon trust, allowing us to fully enjoy the fruits of our shared success.
Capabilities
Our firm delivers a comprehensive suite of services designed to safeguard and advance the wealth of a local clientele, including families, entrepreneurs and innovators, and institutional groups. Eguía’s primary strengths lie in the synergies yielded by our commercial offerings and our refined expertise in growing and preserving client assets. Our principal ventures, Corporate Finance & Strategy and Investment Management, offer a harmonized portfolio of services where bespoke solutions, stability, performance, and ingenuity seamlessly come together to drive value. Our Institutional & Fund Services arm provides formidable, avant-garde expertise in financial engineering, unlisted investments, and complex investment vehicles.
Corporate Finance & Strategy
Investment
Management
Institutional & Fund Services
featured insights
Eguía’s investment philosophy is centered on a fluid combination of performance evaluation and meticulous risk oversight, consisting of an extensive selection of asset categories. Our strategic approach encompasses the full gamut of assets, both liquid and real, unlocking access to a diverse array of performance drivers. This comprehensive scope allows us to craft a multitude of investment options tailored to the diverse financial aspirations of our clients.
Our core mission is to engage in decisive, conviction-based investing that consistently yields results for our clients. We employ deliberate strategies to foster sustained value generation. Consequently, we are equipped to propose cutting-edge investment solutions that are perfectly attuned to the individual preferences of each client, ensuring versatility amidst volatility.
Contact Us
we’d love to hear from you
We’re excited about what we can get done together. So drop us a line and we’ll take it from there.