Investments in the USAUSA regulated investment advice
Investment management, from US investment professionals
Are starting your portfolio? Or are you an experienced investor? Discover the investment options available.
Discover your investment options
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.
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
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
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
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