International Assets Investment Management, LLC

International Assets Investment Management, LLC offers customized investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, businesses, and institutional clients. Operating through a network of independent investment advisor representatives, International Assets Investment Management tailors portfolio strategies to meet each client's specific goals, risk tolerance, and time horizon. The firm provides both discretionary and non-discretionary investment management, utilizing internal strategies as well as third-party money managers and wrap fee programs. In addition to investment oversight, International Assets Investment Management assists with comprehensive financial planning, covering retirement projections, tax-aware strategies, and estate planning considerations. The firm emphasizes personalized service while maintaining a network of affiliations that offer clearing, brokerage, and custodial services. Clients benefit from a flexible structure where advisors can customize portfolios using mutual funds, exchange-traded funds, individual equities, and fixed-income securities.