INTERNATIONAL ASSET MANAGEMENT

Overview

International Asset Management is an independent Registered Investment Adviser that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and serves as a selector of other advisers — positioning itself to combine in‑house portfolio construction with outsourced manager relationships. Its advisory model supports multiple fee arrangements, including percentage of AUM, fixed fees and performance‑based fees, which suggests it tailors pricing to client structure and mandate. Investment activity emphasizes public funds and mutual funds as the core building blocks of client portfolios, while the firm also allocates to third‑party alternative managers. As a designated “Other Financial Product Salesperson” and a registered, independent RIA, International Asset Management appears to run a blended approach: model and discretionary portfolio management using liquid public vehicles complemented by access to private/alternative strategies through external managers when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices