Built on clarity.
Guided by purpose.
ATON Financial was established to provide objective, fiduciary-based financial guidance grounded in transparency, independence, and accountability. As a registered investment advisory firm, our responsibility is clear: to act in the best interest of our clients and provide guidance rooted in disciplined analysis and long-term thinking.
Owned and operated in Puerto Rico, ATON serves clients both locally and beyond. Wherever our clients are located, our approach becomes local through close relationships and thoughtful understanding of each financial landscape. At the same time, our RIA foundation and investment DNA connect clients to global markets, research, and strategies designed to support confident decision-making.
Through independent advisory practices and access to institutional-level partner firms, ATON delivers high-quality research, management, and investment strategies across the full investment spectrum. This combination of local insight and global capability allows us to offer clear, unbiased guidance without product-driven incentives.
Built on clarity,
Guided by purpose
ABOUT ATON FINANCIAL
ATON Financial was established to provide objective, fiduciary-based financial guidance grounded in transparency, independence, and accountability. As a registered investment advisory firm, our responsibility is clear: to act in the best interest of our clients and provide guidance rooted in disciplined analysis and long-term thinking.
Owned and operated in Puerto Rico, ATON serves clients both locally and beyond. Wherever our clients are located, our approach becomes local through close relationships and thoughtful understanding of each financial landscape. At the same time, our RIA foundation and investment DNA connect clients to global markets, research, and strategies designed to support confident decision-making.
Through independent advisory practices and access to institutional-level partner firms, ATON delivers high-quality research, management, and investment strategies across the full investment spectrum. This combination of local insight and global capability allows us to offer clear, unbiased guidance without product-driven incentives.
Exceptional minds. Exceptional guidance.
Marko Rendic Trigo, CFA
Founder and Managing Partner
Christopher McDowall
Co - CIO and Partner
Carmen Trigo
Partner
Charles Concepción
Compliance Officer
Nelson Cintrón Rodríguez, CLU, ChFC
Wealth Advisor
Andres Arsuaga
Wealth Advisor
Javier de Zengotita
Wealth Advisor
Ligia E. Laureano Gonzalez, FPQP, MBA
Client Service Director and Paraplanner
Zwindi Iglesias, Esq
Legal
Polo
Chief Personality Officer
Certifications & Professional Standards
Our advisors hold globally recognized designations—including CFA®, ChFC®, and CLU®—reflecting rigorous education, ethical standards, and a commitment to excellence in every client relationship.
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A fiduciary obligation grounded in regulatory standards and professional accountability.
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A commitment to always act in the client’s best interest, without conflicts or product-driven incentives.
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Clear, open transparency in how we communicate, advise, and make recommendations.
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Integrity in every interaction, decision, and transaction.
Our Values
Your best interest comes first. As a registered investment advisory firm, ATON Financial operates under a fiduciary standard. This means our role goes beyond traditional broker-dealer models and is guided by a clear commitment to act in our clients’ best interest at every step.
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A fiduciary obligation grounded in regulatory standards and professional accountability.
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A commitment to always act in the client’s best interest, without conflicts or product-driven incentives.
-
Clear, open transparency in how we communicate, advise, and make recommendations.
-
Integrity in every interaction, decision, and transaction.