Individual Asset Management, Inc. (IAM) is incorporated in California and is a U.S. Registered Investment Advisor. IAM is an independent, privately held firm that offers customized investment portfolio management and financial planning solutions for individuals and small businesses.

From our central office in California, we serve clients on four continents via a combination of yearly in-person visits, video conferencing, email, and telephone communication during hours suitable to our international clientele. Our client base is approximately 50% U.S. resident and 50% non-U.S. resident.

With our expertise in portfolio management and sophisticated approach to financial planning, clients count on us to find solutions to their investment, taxation, insurance, or other financial needs. We provide portfolio management and financial planning services in-house and other financial services through our network of trusted professionals.

Our in-depth knowledge of the expatriate lifestyle and of the financial issues faced by non-U.S. investors allows us to offer specialized services for American and Canadian expatriates and for non-U.S. citizens who wish to have investment accounts in the United States.

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