Investment Management

Investment Management, Tailored to You

Nardis designs and manages customized investment portfolios tailored to each client’s financial objectives, risk tolerance, and long-term goals. Our strategies span a broad range of liquid asset classes, including:

• US and international equities
• Fixed income
• Commodities
• Currencies
• Alternative Investments
• Real estate exposure
• Covered call strategies

All guided by a disciplined and globally informed investment approach. 

After more than 16 years advising expatriates and internationally connected families, we have found that clients navigating cross-border financial lives, particularly those exploring how to invest as a US expat, often return to the same important questions surrounding investments, taxes, brokerage access, retirement planning, and long-term financial continuity.

How do I invest as a US expat living in Israel?

US citizens living in Israel often invest through a US domiciled brokerage account or through carefully structured foreign accounts while avoiding PFIC taxation on non-US domiciled funds, mutual funds, and ETFs. 

Understanding how to invest as a US expat in Israel requires careful attention to cross-border tax rules, brokerage restrictions, reporting obligations, and the potential tax consequences of certain foreign investment vehicles.

Can I keep my US brokerage account if I move abroad?

Yes, in many cases, if you have the best brokerage account for US expats, you can continue to hold it after moving abroad, although some institutions may restrict or close accounts for non-US residents due to compliance policies. 

Many expatriates choose custodians experienced in serving internationally-based US citizens to preserve continuity and avoid unnecessary disruptions.

Which brokerage accounts are available to US expats?

Many US expatriates maintain a US brokerage account for expats with custodians that accept foreign addresses, such as Schwab, BNY-Pershing, and Interactive Brokers, although availability depends on residency and compliance policies. 

Because brokerage rules for non-US residents can vary significantly between institutions, expatriates often need to evaluate custodial restrictions, reporting requirements, and investment accessibility before relocating overseas.

Why are US brokers restricting or closing expat accounts?

Many brokerage account restrictions for US expats arise because brokerage firms face increased compliance obligations, regulatory oversight, and operational costs associated with servicing non-US residents. 

Policies vary significantly between custodians, which is why proactive planning and working with expat-focused advisors can help reduce unnecessary disruptions.