What type of clientele does IAM serve?
Our discretionary management clients are individuals who recognize the value that a professional portfolio manager can bring to investment results through specialized knowledge and experience and who do not have the time to properly undertake the research and due diligence required to manage their own investments. Furthermore, our unique knowledge of expatriate investment and financial planning issues makes us the firm of choice for many individuals living outside their country of citizenship who seek guidance from a portfolio management firm regulated under U.S. laws. Typical clients include: • Individuals with busy lifestyles who prefer to focus on family or career and leave their investments in the hands of a professional • People who are faced with managing an investment portfolio or financial planning responsibilities for the first time, such as after a divorce or receipt of an inheritance • U.S.
