Individual Asset Management 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 and non-U.S. investment and financial issues.

Specifically, our services consist of discretionary portfolio management, financial planning, and investment and taxation consulting.

Professionals with expatriate clients

If you are an attorney, accountant, financial planner, or other professional whose expatriate clients would benefit from independent investment management services provided by a professional portfolio manager and financial planner with expatriate experience, please contact us regarding offering our services as a complement to your own.

Financial advisors based outside the U.S. and Canada

IAM operates outside the United States and Canada partly through a network of independent financial advisors. If you are a financial professional located outside the United States and Canada and would like to discuss joining our growing network then we would very much like to hear from you.

U.S. CPAs or tax advisors

If you are a U.S. based CPA or tax advisor and would like to expand the services you offer your clients to include portfolio management and/or financial planning, please contact us regarding our unique partnership opportunities.