A complete list of active advisors currently associated with International Investments & Consulting LLC

Warmer can help you find a great advisor at International Investments & Consulting LLC or one who fits your needs even better.

International Investments & Consulting LLC is a state-registered, fee-only investment adviser that provides investment advisory, wealth management, portfolio and treasury management, financial planning, and consulting services to individuals, retirement plans, corporations, and other business entities. The firm operates as a fiduciary and relies on third‑party custodians for asset custody, typically recommending Interactive Brokers as a trading and clearing platform. The firm develops individualized investment plans and employs proprietary strategies across stocks, bonds, ETFs and other instruments, using fundamental, quantitative and technical analysis; its approach can include long‑term strategic allocation as well as tactical or short‑term trading techniques. Accounts are ordinarily managed on a discretionary basis (the brochure reports $170,000 in discretionary assets under management as of August 18, 2023), though non‑discretionary arrangements are available by agreement. Noteworthy aspects of the firm include an explicit international orientation and a substantive focus on business and institutional clients, offering services such as corporate treasury consulting, international trade and FX hedging advice, and assistance with establishing funds or special purpose entities. The firm also makes negotiable performance‑based fee arrangements available to qualified investors and places emphasis on client education through adviser‑led training and written performance materials.

To learn more about the advisors currently working at International Investments & Consulting LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.