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 or Canadian expat, or a non-U.S. person with investments in the United States, you will benefit from our expertise in expatriate financial issues. Our knowledge is gained from personal experience as expats and from that of our international clientele living on four continents and involved in a variety of professions.

At Individual Asset Management we tailor our services and recommendations based upon a client's citizenship and residency. Diversification, risk management, and financial planning are important tools the world over. However; taxation issues, estate planning, lifestyle concerns, and currency relationships are different depending upon where you live and where you invest.

We offer expatriates a performance-based fee structure, superior communication, and customized investment strategies, as well as the peace of mind that comes from dealing with an investment advisory firm that is based in the United States.