To Leverage the Financial Partner Network to the Benefit of Transatlantic Investment Partners (Transatlantic) Clients
The Principles guide decisions, shape culture and helps Transatlantic connect with customers. They are also a testament to the heritage of various firms the Principal has worked with in the past.
1. Clients - Clients' Interests Must Come First
2. Value - To Provide Good Value and Excellent Service
3. Integrity - To do the Right Thing, All the Time
4. Collaboration - To Work with All Stakeholders to the Benefit of
Transatlantic is of assistance to wealthy individuals who mostly live abroad with interests (investments, real estate, businesses) in the United States and need a partner in the United States who understands both their personal goals and who acts as trusted advisors to bridge the distance between them and these interests.
Active Business Owners & Entrepreneurs
You are already busy with meeting the everyday challenges of running and growing your business and it can get quite complex. Transatlantic helps you maintain your sights on your business while we concentrate on making sure that the fruits of your labor are there later on. It offers the following focus areas for business owners, either for the owners or their
- Free cash flow investment management
- Liability management
- Retirement Strategies/Deferred compensation strategies
- Transition & Succession Proposition
Former / Retired Business Owners
As having owned a business, you want to ensure that the results of your hard efforts are rewarded. The future of your financial security and your income are no longer dependent on or provided by your business, but on the stewardship of your other assets. I also understand that the same personal values that allowed you to create your wealth should be reflected in the management of these assets as well. For former business owners I focus on:
- Suitable ownership /titling of assets
- Preservation of capital after inflation and taxes
- Provision of lifetime income
- Incorporating deferred purchases into a financial outline
- Transition Strategies
Depending on if you are still working or retired, you share some of the goals active or former business owners have above. In addition to these, you may have planning issues on your residency after work, retirement and contingencies (disability, loss of employment) as well has providing for certain capital expense goals. For executives, I focus on:
- Growing wealth; retirement strategies
- Providing for contingencies
- Goals-based wealth management
Transatlantics' history is embedded in the same cultures its clients live in and it understand the opportunities, but also the challenges of doing business across borders
The Managing Partner has more than 30 years of investment experience, complemented by business, banking, and portfolio management backgrounds. Clients benefit from his knowledge gleaned throughout market cycles. He is familiar with all asset classes, investment strategies and instruments
To maintain the trust initially earned means to consistently demonstrate the willingness to go beyond what is expected. Transatlantic cares for its clients and it shows not just in the professional relationship
As an independent advisor, Transatlantic has an even larger network as before, not limited just to one firm. Where the expertise ends, Transatlantic collaborateswith specialists and leverage other resources, attempting to create more choices for clients
It is important to clients that the firm is knowledgeable not only in investment management, but also in areas such as international trust and estate strategies, taxation, insurance etc.
Transatlantic only accepts a limited number of mandates to ensure high standards of service and attentiveness
Copyright © 2023 TransAtlantic Investment Partners LLC- All Rights Reserved.
This website ("Site") is operated and maintained by Transatlantic Investment Partners LLC ("TAIP").
Transatlantic Investment Partners (“TAIP”) is the Doing Business As entity, through which James Jiao, registered representative of Insigneo Securities (“IS”), LLC and Insigneo Advisory Services (“IAS”), LLC conducts his securities and investment advisory activities. TAIP is not itself a broker dealer or an investment advisor. Insigneo Financial Group, LLC comprises a number of operating businesses engaged in the offering of brokerage and advisory products and services in various jurisdictions, principally in Latin America. Brokerage products and services are offered through Insigneo International Financial Services, LLC, headquartered in Puerto Rico, and through Insigneo Securities, LLC, headquartered in Miami. Both are members of the Financial Industry Regulatory Authority (FINRA) and Securities Investors Protection Corporation (SIPC). Investment advisory products and services are offered through Insigneo Advisory Services, LLC, an investment adviser registered with the Securities and Exchange Commission. In Uruguay, advisory services are offered through Insigneo International Asesores de Inversion Uruguay, SA, Insigneo Asesores de Inversion Latam, SRL, and Insigneo Asesores de Inversion de Uruguay, SRL, in Argentina through Insigneo Argentina, SAU, and in Chile through Insigneo Asesorias Financieras, SPA. Collectively, these eight operating businesses make up the Insigneo Financial Group. To learn more about the Broker Dealers including their conflicts of interest and compensation practices, please go to https://insigneo.com/disclosures/or via www.finra.org. To learn about Insigneo Advisory Services, LLC and any conflicts related to its advisory services, please see its Form ADV and brochure which can be found at Investment Advisor Public Disclosure website https://adviserinfo.sec.gov/
Nothing on this Site should be construed as a solicitation or an offer or recommendation to buy or sell any security, insurance or Futures contract. Advisory services are only provided to persons who become TAIP ("Clients") pursuant to a written agreement, which investors are urged to read and carefully consider in determining whether such agreement is suitable for their individual facts and circumstances. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS, FURTHERMORE, ALL INVESTMENTS INVOLVE RISK AND MAY LOSE MONEY. There can be no assurance that any claims made or shown on this site will lead to a positive investment return.
TAIP is not an affiliate nor are its partners employees of Schwab Advisory Services, or any other custodian it does business with.
Check the background of this investment professional on https://brokercheck.finra.org/individual/summary/2544249 and / or https://adviserinfo.sec.gov/individual/summary/2544249
Insigneo Advisory Services LLC's latest ADV filings can be found here: