$85MM AUM | $900,000 Rev in
San Mateo, CA
International Asset Management is a RIA firm specializing in cross-border investment management and financial planning. Our clients are mostly Americans living outside the USA and non-US citizens living in the USA. We offer investment management and financial planning services in-house and have a global network of other professionals who provide tax, estate planning, and insurance services. We do not use mutual funds, preferring to use individual securities and exchange-traded funds. We offer five risk-based strategies in the form of model portfolios and conduct our own research as well as buy investment research from other providers. Strategies can be either passive asset-allocation using ETFs or more actively managed portfolios using individual equities, bonds, REITs, and various other products.
Due to the volume of prospective client enquiries and the potential to significantly expand our business, I am looking for an advisor to join our firm who can help manage client accounts and relationships. Ideally it would be someone who is familiar with how a RIA firm works, compliance issues, onboarding clients, and who is an active investment manager with a CFA and/or CFP credential.
Interested parties can contact us through our website at: ___