Investment ideas that look beyond borders.

While our group’s perspective is as broad and far-reaching as time and technology will allow, our focus is quite specific. We are global individuals with global ideas, but we apply our thinking precisely to suit the unique needs, circumstances and goals of each of our clients.

From designing internationally minded investment portfolios and financial plans for foreign nationals to conducting analysis of World Bank pension options, we work to embrace – and enhance – possibility wherever it might be on behalf of the individual global citizens we serve.

Our clients are professionals and families living and working throughout the world. They are foreign nationals and U.S. citizens. They are highly successful, intelligent and internationally literate. And we offer them a comprehensive range of services, from the traditional to the highly specialized, that includes but is not limited to:

To learn more about a particular service or how our team might help you address a specific need, feel free to Contact Us.

Raymond James is not affiliated with the above organizations and/or charitable causes.