Emerald Hills, CA Office

International Asset Management is a team-based registered investment adviser that serves primarily individual clients, including high-net-worth and expatriate investors, as well as other advisory firms and small businesses. The firm offers discretionary portfolio management, model-based portfolio advisory, comprehensive wealth services, financial planning, and project-based financial consulting, and manages roughly $173 million for about 188 clients through a five-advisor team.

IAM’s investment practice emphasizes a global approach for clients living or investing internationally, with explicit attention to currency hedging, cross-border tax effects, and benchmarked performance reviews; it provides continuous discretionary management as well as model-based periodic advice and quarterly reporting. The firm also gives qualifying clients the option to elect a performance-based compensation arrangement measured against an agreed benchmark with carryforward protections, in addition to its asset-based fee option.

Compared with peers, IAM’s operations are notable for its international affiliations and service model: it is affiliated with a Spanish-registered advisory firm and holds ownership interests in other international adviser entities, collects and remits fees and VAT on behalf of its European affiliate, and routinely works with custodians and platforms (including Interactive Brokers) to serve clients in jurisdictions where larger U.S. custodians have limited reach. The firm also curates concierge and cross-border services (for example, assistance with U.S. banking and check depositing) and draws on in-house tax and insurance expertise to address expatriate and other non-U.S. client needs.