West Palm Beach, FL Office

ISGAM US provides discretionary asset management and written financial planning to individual clients and families, including high‑net‑worth individuals. The firm operates with a small team of advisers and manages roughly $66 million across about 50 client relationships, offering portfolio management, retirement‑rollover advice, and modular financial plans.

The firm’s investment approach emphasizes strategic asset allocation, quality‑oriented long‑term equity selection, fixed‑income positions, and alternative investments organized around three “building blocks” (global/US equities, fixed income, and alternatives), with periodic rebalancing and individualized investment restrictions where requested. ISGAM US also incorporates model portfolios and trade recommendations provided by a related foreign sub‑adviser while retaining sole discretion and custody arrangements with an institutional custodian and delivering quarterly performance reporting.

Noteworthy features include its corporate affiliations and service arrangements: ISGAM US is under common ownership with other advisory entities and discloses a formal sub‑adviser relationship with a related foreign firm that supplies research and model recommendations, and certain personnel divide time across the affiliated firms. The brochure also discloses a paid referral/endorsement arrangement with an online lead provider and shared operational resources with affiliates, with the firm describing policies intended to address resulting conflicts of interest.