Investing for Expats
As an Expat, you've got a global perspective.
So do we.
Not only does it shape how we see investment strategy and financial markets, but it helps us serve our global client base better.
We help investors around the world manage their investments. Put our investment expertise to work for you!
An International Perspective
For Expats, investing comes with complexities beyond typical investment management. International taxation rules, exchange rates, and cross-cultural financial planning scenarios require an investment advisor dedicated specifically to working with a global clientele. Our expertise lets us serve our clients in ways most advisors can't.
Disciplined Investing
Crafting an investing approach requires time, discipline, and hard work. We put countless hours into developing our investment strategies so you don't have to.
We believe the effort we put into research is worth it, because it allows us to position our clients in the investments we think have the best chance to succeed.*
*Polaris Asset Management, LLC does not guarantee any specific level of absolute performance or performance relative to any benchmark. Investing involves risk, and investments may lose value.
Pricing
When you work with us, we'll spend time with you learning your goals, risk tolerance, and objectives; then, we'll place you in a portfolio of investments designed to meet your goals. Our fee is based on the amount of assets we manage for you. That way, if your money grows, we're rewarded with a higher fee, and if your account suffers, our fee drops. We charge between 0.80% and 1.25% of the assets we manage for you annually. See our Form ADV for full pricing details.
We're also available for hourly financial planning services at a rate of $250 per hour.