OFG FINANCIAL SERVICES, INC.

Overview

OFG Financial Services, Inc. operates as an insurance-focused broker-dealer and registered adviser that serves both individual/family and institutional clients. The firm positions itself as a capital allocator that leans on third‑party managers for certain alternative allocations while maintaining a primary emphasis on public funds and mutual funds. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting and the selection of other advisers. OFG Financial Services, Inc. is not an active ESG investor and is classified as an owner‑managed, insurance company–affiliated broker‑dealer that registered with the SEC in 2023. Investment activity is weighted toward liquid public vehicles, but the firm allocates to private alternatives through external managers and distributes insurance products such as annuities—consistent with its broker‑dealer and insurance affiliation. Fee arrangements across client relationships include percentage of AUM, hourly charges, fixed fees and other fee structures, which supports a mix of advisory and transactional business lines.

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