IAM

International Asset Management (IAM) is a Registered Investment Advisory firm based in Menlo Park, California. The company employs 18 people and generates an annual revenue of $2.5 million. IAM specializes in providing financial services to American expatriate clients residing on four continents. IAM offers a range of services, including portfolio management, financial planning, and financial consulting. These services are tailored to both individuals and small businesses, and can be provided on a discretionary or consultative basis. The firm's expertise lies in helping clients grow their investment portfolios and achieve their financial goals. What sets IAM apart is its focus on serving expatriate clients. The firm understands the unique financial challenges faced by individuals living and working abroad, as their team has personal experience with the expatriate lifestyle. This specialized knowledge allows IAM to offer guidance and strategies specifically tailored to the needs of their global clientele. For inquiries or to schedule a free 30-minute consultation, potential clients can contact [email protected].