Investment management
for US clients

We offer a discretionary management service for clients with connections to the US.

Registered with
The SEC

Complying with US rules can be complex for non-US firms.

We’re registered with the US Securities and Exchange Commission (SEC) and will work with you - or your advisers - to ensure your portfolio is suitable for your circumstances.

Direct investment,
long-term view

Our approach for all clients is based on direct stock picking. This also works well for US clients; giving you access to our core approach, not a separate service.

We focus on making the right decisions for you, taking the long view.

Dedicated
investment manager

Knowing who is managing your investments and that they understand you and your family's priorities is important.

Our clients have a dedicated investment manager. They work with you to ensure your needs are reflected in your portfolio.

We are always contactable, by telephone, email or in person.

We have:

  • A long track record of looking after US clients
  • An established system for providing relevant US tax reporting
  • Extensive experience of working with US advisers

To find out about becoming a client,

Speak to one of our team

Call
+44 (0)1620 825 867
Email
enquiry@mcinroy-wood.co.uk