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TransAtlantic Investment Partners

(619) 359-8713

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TransAtlantic Investment Partners

(619) 359-8713

EN

  • Home
  • English
    • About us
    • Services
    • Contact Us
  • Deutsch
    • Homepage
    • Über uns
    • Dienstleistungen
    • Kontakt

What we do for our clients

Why People Invest directly in the United States / US Dollar

There are three main reasons why our clients invest through us in the United States/ US Dollar:


  • Personal Reasons
    These clients have existing or planned interests in the US, such as a second home, other real estate property or a business. These may trigger obligations in the US to be paid in USD, such as invoices or home maintenance costs. They also may have family members living in the United States.

  • Strategic Reasons
    Part of a long-term global diversification that takes into account that these clients want to be invested in the U.S. as the world’s largest economy and the USD as the world’s most widely accepted currency. This includes having part of their assets custodied directly in the U.S. These investments may also serve as a personal hedge against instabilities / inflation in their home or home currency and guarantees them direct access to their assets here which they would not have if they invested in the U.S. indirectly through a financial institution in their home country.

  • Tactical Reasons
    Clients may opportunistically want to take advantage in anticipated higher returns in the U.S. Equities markets, Fixed Income, the US Dollar currency or simply want have access to investments such as Technology Venture Capital  or Real Estate that are not available in their home country / currency.

    Clients also will find that investing directly in the United States is more cost-efficient than indirectly through their home country, as the cost of trading is greatly reduced (no home-country middle-man, no additional commissions/markups), there are more offerings in the U.S. and the competitiveness of U.S. financial institutions has resulted in many low-cost providers such as Schwab that provide a great value in doing business with.

Services

What We Do - Certain Services may be contracted separately based upon Insigneo's Umbrella Agreement)

  • Discretionary Asset Management
    US- Dollar, EUR or CHF as reference currencies, investments mostly in the U.S. but also offer management of investment accounts outside the U.S. We work with several custodians to find the most efficient custody relationship for you.

  • Assistance with Trust & Estate Planning
    Goals-based transition planning, setup of efficient ownership structures

  • Global Asset Reporting
    Consolidated Global balance sheets, choice of reference currency. Optional service levels include performance analysis & benchmarking

  • Investment Policy Services
    Assistance with creating a U.S. – or Global Investment Policy

  • Investment Evaluation Service
    Analysis of existing or proposed investments

  • Investor Education
    Offer several on-site courses with respect to Investor Education; especially suitable for NextGen Investors

A detailed list of the individual tasks we undertake for our clients is found here: 

Copyright © 2023 TransAtlantic Investment Partners LLC- All Rights Reserved.
DISCLOSURES:

 

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/

Transatlantic Investment Partners is a registered Commodities Trading Advisor (CTA) with the NFA (National Futures Association( www.nfa.futures.org).

 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 we do 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:      

https://reports.adviserinfo.sec.gov/reports/ADV/112706/PDF/112706.pdf

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