What services does IAM provide?
We focus on portfolio management and investment advisory services for individuals and small businesses through managed accounts in the U.S. or offshore (for non-U.S. persons). We also offer comprehensive financial planning services to U.S. residents and expatriates. Other financially-related services are offered in conjunction with trusted experts in specific fields. These services include insurance for non-U.S. and U.S. residents, estate planning, U.S. taxation services, U.S. property purchase and management, and asset protection services. In addition, we make ourselves available at no extra charge to all our clients for consultation on any financial topic.
