Tom Zachystal

As the President and Chief Investment Officer of Individual Asset Management (IAM), Tom Zachystal brings a wealth of expertise and a proven track record in managing globally diversified investment portfolios tailored to the unique needs of clients. With a specialization in financial planning and investment management for U.S. citizens residing abroad and non-U.S. persons living in the United States, Tom has established IAM as a leader in this niche market. His deep understanding of international tax implications and cross-border investment strategies enables him to provide comprehensive advisory services that address the complexities faced by expatriates and international investors.

Under Tom's leadership, IAM has undertaken several key projects aimed at enhancing client experience and optimizing investment outcomes. One notable initiative includes the development of a robust framework for U.S. retirement and taxable investment account management specifically designed for non-U.S. residents. This project not only streamlines the investment process but also ensures compliance with the intricate regulatory landscape that governs cross-border financial transactions. Additionally, Tom has spearheaded the British pension plan advisory service, assisting U.S. residents in navigating the complexities of their pension options while maximizing their investment potential.

A Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP), Tom's strategic financial planning skills, coupled with his expertise in asset allocation and due diligence, empower him to craft personalized investment strategies that align with his clients' long-term goals. His commitment to excellence in asset management and investment strategies has positioned IAM as a trusted partner for individuals seeking to secure their financial future in an increasingly globalized economy. Through his leadership, Tom Zachystal continues to drive innovation and deliver exceptional value to IAM's diverse clientele.