Our Approach

At The Investment Center, we help our friends and clients achieve financial independence by taking considered advantage of their expatriate status.

All our Registered Representatives are long-term expatriates, with first-hand knowledge of all the benefits and pitfalls of living and working abroad that our clients experience.

Living "on the ground" gives us a deeper understanding of our clients' needs and interests.

Our Qualifications

All our representatives are registered with, tested by, and regulated by the Financial Industry Regulatory Authority (FINRA), the official US organization tasked with oversight of American broker-dealers and their representatives.

Our personal pages indicate valid licenses with FINRA and other qualifications that may apply to our personal financial services to expatriates.