We are a private wealth advisory firm specializing in helping expatriates living in Thailand and throughout Southeast Asia build and preserve their wealth. Through our unique, integrated consulting approach, we help our clients cut through the financial intricacies of expat life, make better decisions with their money, and take the steps necessary to provide for a more secure future.
Service
All clients work with the firm’s principals, receiving personalized attention, customized solutions, and a first-class level of service. We do not employ junior-level associates or delegate work outside of the firm. When you work with Client-Centered, you are treated with the level of service typically only found at family offices or private banks.
Experience
Our advisors have spent decades living as expatriates and working in the securities analysis, corporate financial advisory, tax, and wealth advisory fields. This experience has given us a deep understanding of U.S., offshore, and Thai financial markets, products, and regulations. In addition, as Chartered Financial Analysts (CFAs) and US Certified Financial Planners™ (CFP®), we are well positioned to deliver global solutions to our globally minded clients.
Compensation
Our services are provided on a fee-only basis. We do not receive compensation from third parties or from the sale of products, which reduces the potential for conflicts of interest regarding our advice. Because we have no commissions, complicated schemes, surrender fees, or lock-in periods, we’re able to work solely in your best interest.
Resources
Client-Centered maintains institutional relationships with first-class custodians in the United States and offshore markets, providing us access to the considerable resources of various global institutions in serving you. In addition, we are backed by the extensive research resources of Morningstar.
Our advisors are members of the CFA Institute, the CFP Board and the Financial Planners Association. The firm also maintains relationships with tax, insurance, and estate planning specialists. Our extensive professional network provides the scope of services typically only found at a global institution, but delivered with the personal touch and attention of a boutique establishment.
Trust
Client-Centered is a U.S. Registered Investment Adviser (RIA) located in Thailand. We have voluntarily submitted to regulation by the U.S. Securities and Exchange Commission (SEC) in order to ensure you receive the highest level of care and fiduciary responsibility. We are also the first foreign investment advisor to be licensed by the Thai Ministry of Finance and regulated by the Thai SEC. As fiduciaries, we have the legal obligation to work in your best interest.