Investments in the USA

USA regulated investment advice

Investment management, from US investment professionals

Are starting your portfolio? Or are you an experienced investor? Discover the investment options available.

We help our clients to make the most of their investments. Whether you are beginning to invest or have long-standing portfolios, our experts are here to help.
 
We know that each of our clients has their own circumstances & requirements. As such, each receives bespoke advice tailored to their needs.

Discover your investment options

New investors 

 

Are you looking at starting to invest in stocks and shares but don’t yet know how to begin?

Do you want to start investing with $100 a month or $1,000s? Our wealth management experts can help you to start in the world of investments. 

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Investment reviews

 

The management of your investments will have a big impact on your financial future. What was a profitable solution when you started investing may no longer be the best option now. 

Our wealth managers are experts at investment reviews. They will help you to plan your financial future.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Our Investment Management Service

We help our clients to find solutions to match their financial goals.
 
We offer a free investment review to discover if your money is working its hardest for you.

Our investment management service includes:

• An evaluation of your current investments and a report on their performance

• Recommendations based around your finacial goals

• Free, up to date valuations of your investments

 • Professional advice about any investments you have outside of the USA

UK Pension-Transfer

Get your investment advice

Contact us for a free consultation with a US regulated advisor for a financial health check and investment options to suit your needs.

Investments – Frequently Asked Questions

How much should I start investing with

How much you invest depends on your circumstances and goals.

How much can you comfortably afford to invest each month? This could be 5%, 10% or 20% of your income. You need to take into account your age now and at what age you want to start seeing returns.

 

What type of investment accounts should I consider for my retirement?

There are a variety of investment possibilities for your retirement. 

You should consider a 401(k), an IRA or a Roth IRA. Speak with one of our Investment Managers today and they will help you to decide which is the most suitable option for your circumstances.

Will I get reports on how my investments are performing?

Yes, your investment manager will provide you with quarterly and annual reports on the performance of your investments.

They will also review the options available to make the most of your investments and are always available if you have any questions or concerns.

How are investments taxed?

Both your investment dividends and income from selling shares are taxable in the US.

Your investment manager will explain how to show income on your tax returns.

Why should I use an investment manager?

Your investment manager will:

  • Work with you to understand your investment goals
  • Find and recommend investments that are suitable for you
  • Analyze the markets and opportunities 
  • Provide quarterly and annual performance reports
  • Have access to stocks only available to investment companies

Contact us

Bellingham House Wealth Management
New York, NY 
Direct: + (1) 267.864.8259
Fax: +1 646.430.9466

Complete the form below and one of the UK pension team will contact you shortly

About us

Bellingham House Wealth Management is represented by Lucio Ventrella in the USA. enquiries@bellinghamhouse.co.uk

© 2020 BellingHam House Wealth Management

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