Partnerships

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 investment and financial issues.

Specifically, our services consist of investment management, financial planning, and financial consulting. We partner with other firms and individuals in complementary fields to provide a comprehensive financial planning and investment management solution for our clients.

We are part of a global financial planning network and are continually looking for opportunities to expand our business to Americans living abroad and non-US citizens living in the USA.

 

 

 

Partnership Opportunities:

 

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 United States

IAM operates outside the United States partly through a network of independent financial advisors. If you are a financial professional located outside the USA and would like to discuss joining our growing network then we would very much like to hear from you. If you are a US-based advisor considering moving outside the United States and would like to retain your client base then please contact us to discuss working together.

US CPAs or tax advisors

If you are a US-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.