IAM Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Contact us at LaurieT@iamadvisors.com
Schedule a free 30 minute consultation

Clients on four continents trust International Asset Management (IAM), a Registered Investment Advisory firm, 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 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.

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.

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