About Us - InvestGlobal Advisors

Our Story

Founded in 2018 by a team of seasoned international investment professionals, InvestGlobal Advisors emerged from a simple observation: too many investors were missing out on incredible opportunities in foreign markets due to lack of proper guidance and understanding of international investment complexities.

Our founders, having worked at major investment banks across New York, London, and Hong Kong, witnessed firsthand how institutional investors successfully navigated international markets while individual investors struggled with currency risks, tax implications, and regulatory differences. This gap inspired them to create a boutique advisory firm dedicated exclusively to helping individual investors master the art of foreign stock investing.

Over the past five years, we've guided over 2,500 investors through their international investment journey, helping them build diversified global portfolios that have consistently outperformed domestic-only strategies. Our approach combines deep market knowledge with personalized guidance, ensuring each client understands not just what to invest in, but why and how to manage the unique risks of international investing.

Mission & Values

Our Mission

To democratize international investing by providing individual investors with institutional-quality guidance, education, and support needed to successfully navigate global markets and build truly diversified portfolios that can weather any economic storm.

Our Values

Transparency: Clear communication about risks and opportunities
Education: Empowering clients with knowledge
Integrity: Always acting in our clients' best interests
Excellence: Delivering superior advisory services
Innovation: Staying ahead of market trends

Meet Our Expert Team

Experienced professionals dedicated to your investment success

Marcus Wellington

Founder & CEO

Former Goldman Sachs VP with 18 years of international markets experience. Marcus specialized in emerging markets and currency hedging strategies. He holds an MBA from Harvard Business School and CFA designation. His expertise spans Asian, European, and Latin American markets.

Isabella Chen

Chief Investment Strategist

Former Morgan Stanley Executive Director with expertise in global equity research. Isabella brings 15 years of institutional investment experience and speaks five languages. She leads our research team and specializes in ESG investing and sustainable portfolios across international markets.

Jonathan Blackwood

International Tax Strategist

CPA and former Big Four partner specializing in international tax law for investment portfolios. Jonathan helps clients navigate complex withholding taxes, treaty benefits, and reporting requirements across multiple jurisdictions. His expertise saves clients thousands in unnecessary tax burdens annually.

Sophia Rodriguez

Senior Portfolio Manager

Former UBS wealth management director with expertise in European and Latin American markets. Sophia manages client portfolios and specializes in risk management and currency hedging strategies. She holds advanced certifications in portfolio management and international finance.

Our Achievements

Proven track record of success in international investing

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2,500+

Successful investors guided through international markets with personalized strategies and ongoing support

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23.4%

Average annual returns on international portfolios, consistently outperforming domestic-only strategies

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45+ Markets

Countries and markets we actively monitor and provide investment guidance for our clients

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98.7%

Client satisfaction rate with our international investment advisory services and ongoing support

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$2.8B

Total assets under advisement across international markets and diversified global portfolios

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5 Years

Consecutive years recognized as top international investment advisory firm by industry publications

What Our Clients Say

Real experiences from satisfied investors

"Working with InvestGlobal completely transformed my investment approach. Their guidance helped me build a diversified international portfolio that has consistently outperformed my previous domestic-only investments. The tax optimization strategies alone saved me over $15,000 last year. I can't recommend their services highly enough."

Alexandra Thompson

Technology Executive, Seattle

"As a small business owner, I was intimidated by international investing. The team at InvestGlobal made everything understandable and manageable. My European dividend stocks now provide steady monthly income that supplements my business perfectly. Their ongoing support and market insights are invaluable."

Robert Kim

Business Owner, Austin

"The educational approach at InvestGlobal is outstanding. They don't just tell you what to invest in; they teach you why and how. My international portfolio has grown 340% in three years, and I now feel confident making informed decisions about global markets. The best investment I ever made was hiring them."