About My Practice
Clients on four continents trust Individual Asset Management (IAM) to help them grow their investment portfolios and attain their financial goals. We provide portfolio management, financial planning, and financial consulting services to individuals and small businesses. We have specialized experience in cross-border financial planning matters and a substantial number of our clients are Americans living abroad or non-US citizens residing in the USA.
Whether your needs are in the areas of financial planning, portfolio management, insurance, or taxation; you can count on receiving guidance from a professional who is a certified expert in each discipline and has many years of experience. We work one-on-one with our clients so that there is a single and consistent point of contact that you can rely on. You always have direct access to the portfolio manager in charge of your investments and we make ourselves available after hours for clients whose schedule does not easily allow them to work with a financial advisor during business hours.
All investment portfolios are managed by a Chartered Financial Analyst, who is available to discuss investment options directly with you. We have a global outlook to portfolio management and do not limit our clients' investments to only US holdings; however, before any investments are made, we need to fully understand your financial goals, attitude towards risk, and return expectations. With this in mind all prospective clients receive a free, no-obligation, initial consultation where we discuss your specific situation and whether our services are a good fit for your needs.
My qualifications as a Certified Financial Planner practitioner, a Chartered Financial Analyst, and a former Enrolled Agent, allow me to provide professional financial planning, portfolio management, and tax advice as a combined service. Often these fields of expertise overlap and I believe it is to my clients' best benefit to work with a professional whose expertise extends to all three areas.
I also have ten years international business and consulting experience as well as considerable small business and startup experience. This enables me to provide specialized services to US persons residing or planning to move overseas, expatriates of other countries who have moved or are planning to move to the United States, and small business owners.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA)
- Other - MBA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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