Es gibt im Wesentlichen drei Gründe, warum Kunden durch uns in den Vereinigten Staaten oder in den US-Dollar direkt investieren:
US-Dollar, EUR oder CHF als Referenzwährungen, Anlagen zum grössten Teil in den USA, aber auch Depotverwaltung im Nicht-US-Ausland. Wir arbeiten mit mehreren Depotbanken zusammen, um die für Sie effizienteste Depotverwahrung zu finden
Zielorientierte Übergangsplanung, Errichtung effizienter Eigentumsstrukturen
Vermögensverwaltungsdientleistungen fuer Family Offices mit Interessen in den USA ausgerichtet
Konsolidierte globale Berichterstattung / Anlage-Bilanzen, Wahl der Referenzwährung. Zusätzliche Dienstleistungen: Performance-Analyse; Benchmarking
Unterstützung bei der Erstellung von US-orientierten globalen Anlagerichtlinien
Analyse ausgewählter existierender Anlagen oder geplanter Anlagevorhaben
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: