OUR SERVICES : Managed Expat Portfolios

Simplify your investments with our Managed Expat Portfolios
American Expats face a complex investment and retirement planning landscape, and few financial advisors fully understand the issues. Maxim's Managed Expat Portfolios was developed by experts in international tax and global investing, and is designed specifically for U.S. taxpayers living a global lifestyle.

With Maxim you will benefit from personalized, professional management of your investments along with peace of mind knowing that your portfolio is tailored to your lifestyle and fully complies with U.S. and international tax authorities. Having Maxim manage your money relieves you of the time and effort of monitoring your own investments, freeing you to get back to living your life.

Let Maxim's professionals manage your investments for you
We build tax-efficient, cross-border investment portfolios designed specifically for expats. Our portfolios are globally oriented and currency sensitive, and are structured to be portable as you move from country to country.

Other key features include:

• New clients receive an upfront financial review to assess personal situation and determine investment goals
• Our dedicated team of professionals are experts in the needs of American expats
• Investment models are monitored and rebalanced regularly
• "Fee-Only" structure means we accept no commissions, our success is directly tied to yours
• Index-based investments offer low cost and tax efficient exposure to global investment markets
• Client assets are held at a leading U.S.-based financial institution, providing extra comfort that your accounts are secure
• Provides opportunity to consolidate brokerage and retirement accounts in one place
• Real-time online access to your accounts

Please click here for more information about the Fees and Conditions of our Managed Expat Portfolios.

Do you have a more complex financial situation requiring ongoing personalized advice? If so, we invite you to learn more about our Wealth Advisory Group.

Please Contact Us to learn more about our services.

US Office Maxim Global Wealth Advisors 6650 SW Redwood Lane Suite 300 Portland, OR 97224 P: (503) 620 3600 F: (503) 620 3644

Netherlands Office Maxim Global Wealth Advisors Koningslaan 35-IV 1075 AB Amsterdam The Netherlands P: +31 (0) 20 675 8237 F: +31 (0) 20 675 0058