ISGAM US LLC

Overview

ISGAM US LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management focused on smaller households and small businesses. The firm is owner-operated and charges a blend of percentage-of-AUM fees and hourly advisory fees. It favors using third‑party managers rather than running proprietary strategies, and it is not positioned as a capital allocator or pension consultant. Investment implementation centers on public mutual funds as the principal building blocks of client portfolios, with a complementary sleeve of corporate debt for income. The firm also allocates to alternatives—sourced through external managers—to add diversification and return streams that sit outside traditional public markets. ISGAM US LLC does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices