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When you are an expatriate, you can benefit from the specialized expertise required for expatriate financial issues. Clients are welcomed from anywhere in the world. Taxes in Mexico is affiliated with Individual Asset Management, an independent financial management firm located in San Francisco, CA, which specializes in portfolio management and expatriate financial consulting, with a global perspective in mind. Marian Wellman is a Registered Investment Advisor with IAM, and is available for you in Mexico. Tom Zachystal, President of IAM and Chartered Financial Analyst, visits Mexico twice a year to meet with clients, and is available by phone at other times. Specialized Portfolio Management: Now you can take advantage of your own, individual portfolio manager, rather than an advisor that just plunks you into mutual funds. Here are the advantages to you: • Your portfolio is individualized to your risk tolerance, your income needs, and your special requirements. • You have no hidden commissions, loads, proprietary financial products, or deferred loads, which can provide other advisors incentive to push certain financial products or funds. There are no penalties for withdrawal, and your money is available to you at any time. • With perhaps your residence and banking in a foreign country, your total asset picture needs to be assessed on a global basis - much differently than someone only living in a dollar economy. With a broker-dealer also specializing in expatriates, you won't encounter any "surprises" with dealers that decide they no longer want to deal with Americans living overseas, and decline your account. • Your income-producing investments are placed in a global, and more varied, marketplace than just US bond funds. Oil trusts, overseas utilities, and other specialized investments can often provide higher yields for this component of your portfolio. • You have a team approach for issues in financial planning, income taxes, estate planning, and asset management. Investment account minimum of $100,000 for new clients
©2008-2012 by Marian Wellman & Scott Graville |
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Individual Asset Management &
Financial Planning