Risk Managed Investment Portfolios

Important Considerations for Non Residents

• Take maximum advantage of bond interest not taxable to non-residents
• Take maximum advantage of foreign source dividends not taxable to non-residents
• Avoid the negative effects of withholding rules on Mutual Funds and ETFs
• Minimize capital gains taxable to G4 visa holders

Investment Manager Research

• Investment Manager Research and Due Diligence
• Quantitative Equity Strategies
• Fixed Income Strategies:
  • Tom Johnson Investment Management
  • GW&K Investment Management
  • Belle Haven Investments

Model Portfolios

Standard Models – $625,000

Reduced Min. Models – $175,000