Clients on six continents trust IAM to help them grow their investment portfolios and attain their financial goals. We specialize in investment management and financial planning for people with cross-border financial concerns.
As an IAM client, you can always count on dealing directly with a financial advisor who holds the highest professional credentials in their field and who has the experience to take a proactive approach to offering financial advice specifically tailored to your situation.At IAM we have specialized in providing investment management and financial planning services for US expatriates since the firm was founded in 2002.
As an IAM client, you can always count on dealing directly with a financial advisor who holds the highest professional credentials in their field and who has the experience to take a proactive approach to offering financial advice specifically tailored to your situation.At IAM we have specialized in providing investment management and financial planning services for US expatriates since the firm was founded in 2002.
Services
International Asset Management was formed with the mission to bring personalized, sophisticated, and independent investment management and financial planning services to individuals and small businesses. Our clients trust us to help them meet their financial goals and to make their life savings grow.
While many firms have an investment committee that meets to discuss which investments should be recommended for client accounts, we go one step further - our team considers not only investment but also financial planning matters. We combine our expertise in investment management, financial planning, and taxation to ensure a comprehensive solution for our clients' needs.
Our Portfolio Management service is intended for clients who wish to leave the supervision of their investments in the hands of a professional. An IAM portfolio manager assists you in selecting an investment strategy that is appropriate for your goals and needs. The manager puts the strategy into effect, manages your investments on a day-to-day basis, and reports to you at regular intervals.
IAM specializes in investment management and financial advisory services for expatriates. We develop strategies that are customized to the unique goals and risk profile of each of our clients and offer an in-depth understanding of expatriate investment and financial issues. Specifically, our services consist of investment management, financial planning, and financial consulting.
IAM is one of very few US Investment Advisory firms that specialize in portfolio management and financial planning services for expatriates. Whether you are an American expat, or a non-US person living or investing in the United States, you will benefit from our expertise in expatriate financial issues.
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