IAM Advisors

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.

As an IAM client, you can always count on dealing directly with a financial advisor who holds the highest professional credentials in their field and who has the experience to take a proactive approach to offering guidance specifically tailored to your situation.

Our expatriate clients benefit from a relationship with a financial services firm that is based in the United States but that specializes in expatriate financial issues and global investment strategies. We understand the expatriate lifestyle because we have been there ourselves.

Our US clients benefit from a global investment approach and a network of professionals to help with any financial planning need.