401k management for non-US residents has unique challenges.
In many cases, relationships that worked well while in the US aren't as efficient overseas. Working with a firm familiar with the international 401k space can help optimize your US retirement assets by incorporating strategies designed for global clients:
Cross Border Wealth is a U.S.-based Registered Investment Advisory firm born out of the necessity for a new class of investment advisor, one with greater global perspective. While most financial firms work primarily within the United States, our philosophy of diversification and a cosmopolitan mindset compel us to think and invest differently—like global citizens. Whether you need help managing a UK pension is (should be in) the USA, an advisor for your Self Invested Personal Pension (SIPP) or QROPS, or a global approach to your 401(k), 403(b) or IRA, we are here to share our expertise.
Learn moreNew York Office
230 Park Avenue
4th floor West
New York, NY 10169
USA
Pittsburgh Office
BNY Mellon Center
500 Grant Street
Suite 2900
Pittsburgh, PA 15219
USA
Manila Office
10th Floor One Griffinstone Building
Commerce Ave. cor. Spectrum Midway
Alabang, Muntinlupa City, Metro Manila
Philippines