Tuesday, January 24, 2017

IAA Assists in Noteworthy Preferred Stock Offering


From its headquarters in Orlando, Florida, International Assets Advisory offers a full suite of financial services to a domestic and international client base. In addition to providing financial planning and broker-dealer services for individuals, International Assets Advisory also serves as a dealer manager for institutional clients.

One such client, CIM Commercial Trust Corporation (NASDAQ: CMCT), recently enlisted the services of International Assets Advisory to oversee the offering of a significant quantity of preferred stock. In July 2016, CMCT announced that it had successfully registered with the Securities and Exchange Commission to offer up to $900 million in warrants and Series A Preferred Stock. This registration authorizes the company to offer as many as 36 million units, with each unit comprised of one Series A share of preferred stock valued at $25 per share and a warrant to purchase one quarter of a share of the company’s common stock. 

CIM Commercial Trust is a real estate investment trust active in the business real estate sector. The company operates Class A and creative office investments in vibrant and improving urban communities throughout the U.S.

Wednesday, January 4, 2017

Philosophy & Mission

MISSION STATEMENT


Our Mission is to help improve the financial well being of our clients and their families by providing them with the utmost in personal service, portfolio management and legacy planning.


OUR INVESTMENT PHILOSOPHY


We offer our clients sound asset allocation strategies combined with a global approach to financial planning. We believe giving them access to a world of investment opportunities assists in:


  • Enhancing Investment Performance: International markets have consistently outpaced the U.S. market. In the past several decades, not once has the U.S. market been the top performer.
  • Providing More Opportunities And Improved Investment Advisory: The world’s largest food company, insurance company, steel company, just to name a few, are headquartered in countries other than the U.S. Furthermore, with about two-thirds of global market capitalization outside the U.S., investment options increase dramatically.
  • Reducing Investment Risk: History demonstrates that a properly allocated portfolio can reduce risk, since markets around the world do not always rise and fall in tandem.