Tax-efficient investing strategies designed for your business.

Are you looking to minimize your business’s tax liabilities, or maybe you want to preserve your business’s wealth over the long term? 

Whatever your reason, our Popular Investments® team can help you determine the right tax-efficient strategies for your business. Whether you’re just getting started, a growing LLC, or an established corporation, our tax-efficient investing options are designed to meet your unique business goals.

Explore your business' tax-efficient investment options.

Index mutual funds and ETFs

Index mutual funds
and ETFs

Certain index funds and ETFs are designed to minimize your tax implications. For example, index ETFs generate fewer taxable events than actively managed funds.2

Tax-managed stock funds

Tax-managed
stock funds

Some mutual funds are also managed with tax-efficient strategies, such as avoiding dividend-paying stocks or offsetting capital gains with losses.2

Municipal bonds and bond funds

Municipal bonds
and bond funds

Municipal bonds and bond funds are generally exempt from federal taxes. If you invest in bonds issued by your state, they may also be exempt from state and local taxes.2

Let's build a tax‑efficient investment plan.

Our financial consultants3 will guide you through each stage of the investment process.

Step 1

Evaluate
We will assess your financial goals and needs.

Step 2

Consult
Then, we'll make recommendations tailored to your objectives.

Step 3

Implement
You can choose the products that are best for you.


Financial consultation for investing

Let's make a plan to drive your business forward.

Are you ready to get started on your business’s investment strategy? Our trained financial consultants3 ready to discuss your investment options so we can find the right solutions for your business.



By clicking "submit" I expressly acknowledge that Popular Bank
may contact me by phone or email.

Why choose the Popular Investments® team?

Expert advice

Expert advice

Our trained investment professionals are ready to discuss your options and find what's right for you.

Unbiased feedback

Unbiased feedback

We aren’t pushing our own investment products, so you get unbiased feedback.

Personalized service

Personalized service

We listen to your needs, because you're not a number in a portfolio.

Ease of doing business

Ease of doing business

We’re very hands-on throughout the entire process, so you can focus on the growth of your business.

The future of your business starts here.

Complete the form to schedule a personalized planning session with a financial consultant2 today.

Get started
Connect with us to start your financial review

Find more investment solutions for your business.

Stocks, bonds, and mutual funds

Stocks, bonds, and mutual funds

Build an investment portfolio that meets the needs of your business.

Learn more
Annuities and insurance

Annuities and insurance

Protect your business with our annuities and insurance solutions.

Learn more
Business employee retirement plans

Business employee retirement plans

Find the retirement plan that's right for your business and your employees.

Learn more

Investment Insights

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1Popular Investments® does not offer tax advice. Please consult your tax professional prior to investing.

2The above is general information regarding these investment products. Some of these products may not be appropriate for all individuals and are subject to risks. Specific questions on the risks and limitations should be reviewed with our financial consultants.

3All Popular Investments® Financial Consultants are registered representatives of Infinex Investments, Inc.

Broker Check by FINRA

Securities and advisory services are offered through Osaic Institutions, Inc. (“Osaic Institutions”), a registered investment advisor and broker-dealer (Member FINRA / SIPC). Insurance products are offered through Osaic Institutions or by Popular Insurance Agency USA, Inc. (PIAUSA). PIAUSA, also known as PIA US Insurance Agency (PIAUS), is a wholly owned subsidiary of Popular Bank, a New York state-chartered financial institution. Osaic Institutions or its affiliates are separate entities from and are not affiliated with PIAUSA, PIAUS, Popular Investments, or Popular Bank. “Popular Investments” is a registered service mark.

When registered representatives offer products and services under the Popular Investments name, they are doing so as insurance agents or registered representatives of Osaic Institutions, or as insurance agents of PIAUSA. Osaic Institutions registered representatives are also employees of Popular Bank. Popular Bank and PIAUSA are not registered as a broker-dealer or an investment adviser. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. If applicable, please request a prospectus as it contains more complete product information — including risk, fees, and expenses — and should be read carefully before investing.

Please never share your Popular account details with anyone. Popular will never ask you for your password through email, social media or a third-party website. Learn more.