When Holzer & Company, Inc. was established, our goal was to provide peace of mind to non US investors who lived outside the United States and did not have time to manage their assets alone.
We distinguish ourselves from other advisors by adding a financial planning perspective which includes partnering with international tax and estate planners to set up the best structures and then to invest keeping in mind the special tax laws for non US investors who have assets in the United States.
When FATCA came into effect in 2012 and by phases in the following years, it made investing for non US investors even more complicated. FATCA also meant the end of bank secrecy. Institutions today must know who is the client, where they come from and if they have ANY US connections.
It is even more important today that an advisor to non US investors be aware of these new regulations and all the required disclosures. Penalties for noncompliance can be very onerous.
We provide a high level of personal service to all of our clients and are making investments in our firm to improve our services with new technology.
Independence and Fiduciary Obligation:
As a fee only advisor from the beginning, we focus on investments that are best for the client and no one else. We also are not tied to any brand of product and can go out and seek new classes of investments. Our focus on index funds, when available, and other low cost investments like Exchange Traded Funds, helps provide diversification while maximizing the clients’ funds that are invested. Our clients come first.