Investment Philosophy Tailored To Expats
Passive Investments With Lower Fees
Our investment philosophy focuses on passively managed mutual funds and ETFs to build efficient portfolios. This generally results in lower fees, which means increased savings and returns for you.
In contrast, actively managed funds and portfolios generally have higher fees that eat into your earnings over time.
An International Perspective
We have experience investing outside of the US and do not limit our advice to the US and US markets.
By working with Expat Financial Solutions, you open up your investments to a world of opportunities.
Proven Methodology
Your portfolio will be constructed based on the best practices of Modern Portfolio Theory, which has been used with success since its inception over 60 years ago. *
This strategy is used to diversify your portfolio with the aim of achieving the optimal balance between risk and return. We can rebalance your portfolio periodically, as agreed upon in your Financial Plan.
*Past performance is not a guarantee of future results.
Access To Exclusive Investment Funds
Our clients have access to investment funds that are not available to individual investors.
Through our services, you can access Dimensional Funds, which are only available to select advisors.
Professional Insights
Our financial advisors take the guess work and emotion out of market developments.
Studies show that with a professional at their side, investors are less likely to react to market swings by making wrong investment decisions.
A Portfolio You Won’t Lose Sleep Over
We develop your customized portfolio based on your goals and risk tolerance. The goal is to construct a portfolio that gives you peace of mind.
