International Asset Management

Individual Asset Management, Inc., also known as "International Asset Management," is an SEC registered investment adviser based in San Mateo, California. The firm was incorporated in September 2002 and began operations in August 2003. IAM offers various advisory services including portfolio management, portfolio advisory, comprehensive service, financial planning, and financial consulting. They specialize in providing services to expatriate clients, focusing on global investment programs and currency hedging considerations. IAM charges fees based on the level of assets under management, with different fee structures for portfolio management, portfolio advisory, comprehensive service, and financial planning. The firm also offers performance-based fee structures for certain clients. IAM does not vote proxies on behalf of clients and does not have custody of client accounts except for the authority to deduct advisory fees. The firm's team includes D. Thomas Zachystal, Laura Brooks Thomas, Marian Thompson Wellman, Randall Howard Brody, and Shane Keegan Clark, each with their own educational backgrounds and business experiences. The team members hold professional designations such as Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Professional Scrum Master (PSM), and Project Management Professional (PMP). IAM's team members have no reportable disciplinary history and adhere to high ethical standards. The firm's investment strategies include fundamental and technical analysis, long-term and short-term purchases, margin transactions, short-selling, and option writing. IAM's team is committed to providing personalized and comprehensive financial services to their clients.