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How ETFs Simplify Expat Wealth Management
August 05, 2014 at 09:00 AM EDT
The evolution of the ETF universe has helped to democratize the investment landscape over the years, allowing for self-directed investors to easily access virtually any corner of the global market, and do so in a cost-efficient and transparent manner. The advantages of the exchange-traded product structure have also caught the eye of asset managers servicing expat investors; this refers to expatriates, or individuals living in a country other than their country of citizenship. One such firm is New Jersey-based Saddle River Capital Management, which offers expat wealth management services via ETFs [see also 7 Charts to Put the ETF Industry in Perspective]. The firm recently took time to explain what role ETFs play in their model portfolios: ETF Database (ETFdb): What sort of clients are you targeting with this new expat wealth management service? What does it entail? Saddle River (SR): Our expat wealth management service assists expats in complying with U.S. tax […] Click here to read the original article on ETFdb.com. Related Posts: No Related Posts
The evolution of the ETF universe has helped to democratize the investment landscape over the years, allowing for self-directed investors to easily access virtually any corner of the global market, and do so in a cost-efficient and transparent manner. The advantages of the exchange-traded product structure have also caught the eye of asset managers servicing expat investors; this refers to expatriates, or individuals living in a country other than their country of citizenship. One such firm is New Jersey-based Saddle River Capital Management, which offers expat wealth management services via ETFs [see also 7 Charts to Put the ETF Industry in Perspective]. The firm recently took time to explain what role ETFs play in their model portfolios: ETF Database (ETFdb): What sort of clients are you targeting with this new expat wealth management service? What does it entail? Saddle River (SR): Our expat wealth management service assists expats in complying with U.S. tax […]
