Investment Management For Expats
Wealth Management For Your Global Life
While our Financial Planning Service gives you guidance to reach your financial goals, our Investment Management Service takes your investment portfolio a step further. Rather than telling you how to invest and re-balance your portfolio to stay on track, we manage your investments for you.
You don’t have to follow the markets closely or make investment decisions by yourself. You can rely on us to guide your through market ups and downs and stay on top of trends and developments.
We always put you first. As a fiduciary, we are legally bound to act in your best interests.
Investment Management Services Tailored to Expats
We manage your investment portfolio through our expat-friendly international brokerage partners.
Grow your assets customized to your needs as an American residing abroad.
- Taxable investments
- Retirement investments
- Small business retirement plans
- Distribution planning
- Tax management
Investment Challenges For Americans Abroad
Opening or maintaining investment portfolios
Financial institutions increasingly refuse to work with US clients living abroad due to rising regulations and onerous reporting requirements.
We work with expat-friendly US investment partners, not brokerage firms that cancel accounts when you live abroad.
Understanding tax implications
With our extensive tax advisory experience, we help you navigate those tax pitfalls and select tax-optimized investments.
Learn how to overcome these challenges by meeting with one of our expert tax advisors.
