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IAMADVISORS.COM

US Expatriate Financial Advisor

Investment management and financial planning for expatriates

http://www.iamadvisors.com/

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Contact Privacy Inc. Customer 019045296

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96 M●●●● Ave

To●●to , ON, M6K 3M1

CA

1.41●●●●5457
ia●●●●●●●●●●●●●@contactprivacy.com

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Contact Privacy Inc. Customer 019045296

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96 M●●●● Ave

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US Expatriate Financial Advisor | iamadvisors.com Reviews
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Investment management and financial planning for expatriates
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US Expatriate Financial Advisor | iamadvisors.com Reviews

https://iamadvisors.com

Investment management and financial planning for expatriates

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1

Investment Process

http://www.iamadvisors.com/investment-process

Expats in the USA. The IAM investment and financial planning process takes into account your financial goals as well as market and economic conditions. Of course you always have access directly to your portfolio manager if you require guidance or if your situation changes between consultations and you are never locked into any investment, so if you need to liquidate an investment to meet a sudden financial need, you can do so. IAM’s six-step investment process:. In addition to providing insight into inve...

2

Code of Ethics

http://www.iamadvisors.com/code-of-ethics

Expats in the USA. IAM assumes a fiduciary responsibility to clients and we adhere to the CFA Institute's Asset Manager Code of Professional Conduct. IAM adheres to the CFA Institute’s Asset Manager Code of Professional Conduct. We believe that this is the financial industry’s highest standard of ethics and professional conduct pertaining to firms that manage assets on behalf of clients. Act in a professional and ethical manner at all times. Act for the benefit of clients. Privacy & Legal.

3

Newsletters & Articles

http://www.iamadvisors.com/newsletter

Expats in the USA. Sign up for our Newsletters and Updates. 2015 Review and 2016 Forecast. 2014 Review and 2015 Forecast. 2013 Review and 2014 Forecast. Investment Accounts for US Expats – 2015/06. Financial Planning Association San Francisco – 2014/12. Managing IRAs for non-US Residents – 2014/03. US Brokerage Firms Closing Expat Accounts – 2013/03. What FATCA Means to the American Expat – 2013/03. US Pensions for Non-US Residents – 2012/03. Pitfalls of Exotic Investment Strategies – 2011/12.

4

About IAM

http://www.iamadvisors.com/about-us

Expats in the USA. IAM has a fiduciary responsibility to clients; which is a higher level of client commitment than a broker's suitability standard. Individual Asset Management was formed with the mission to bring personalized, sophisticated, and independent investment management and financial planning services to individuals and small businesses. At IAM, we take a consultative rather than a sales-oriented approach. This attitude is apparent from the initial consultation where we discuss the prospect...

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Helpful Links to Other Sites

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Helpful Links to Other Sites. If you are planning for retirement and thinking about Mexico, consider the sunny northern shore of Lake Chapala, Mexico's largest freshwater lake. Ajijic Homes 4 Rent. Offers a variety of rentals ranging from short to long-term. Specializes in portfolio management and expatriate financial consulting, with a global perspective in mind. Scam emails and info about scam phone calls should be forwarded to the IRS. Click for an email to the IRS. 2008-2015 by Marian Wellman.

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Expats in the USA. Wherever life takes you. Clients on four continents trust 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 on a discretionary or consultative basis. Our US clients benefit from a global investment approach and a network of professionals to help with any financial planning need. The financial issues faced by American expatriates di...

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