About InvestUSA

Our mission, values, and the dedicated team behind our success

Our Story

Founded in 2010, InvestUSA was established with a clear vision: to provide investors with expert guidance on navigating the complex American investment landscape. What began as a small advisory firm has grown into a trusted investment partner for clients around the world.

Our journey has been shaped by economic cycles, market shifts, and evolving investment landscapes. Through these changes, we've maintained an unwavering commitment to our clients' financial success, adapting our strategies while staying true to our core principles of integrity, expertise, and personalized service.

Today, with a team of experienced professionals and a proven track record, we continue to help investors capitalize on opportunities in the American market while effectively managing risk. We pride ourselves on combining deep market knowledge with innovative solutions tailored to each client's unique goals.

InvestUSA Office

Our Mission & Values

Integrity

We operate with unwavering honesty and transparency, putting our clients' interests first in every decision we make.

Innovation

We continuously seek new investment approaches and technologies to enhance our strategies and client experience.

Expertise

We maintain the highest standards of professional knowledge, continuously developing our understanding of markets and investment strategies.

Client Focus

We build lasting relationships through deep understanding of each client's unique needs, goals, and preferences.

Meet Our Team

Our success is built on the expertise and dedication of our diverse team of investment professionals.

Team member 1

Emily Richardson

Founder & CEO

With over 20 years of experience in international finance, Emily founded InvestUSA with a vision to make American investment opportunities accessible to global investors. Her strategic insight has guided the company through market cycles and expansion.

Team member 2

Sophia Lee

Chief Investment Officer

Sophia brings extensive expertise in portfolio management and market analysis. Her background in quantitative finance and macroeconomic research helps shape InvestUSA's investment strategies, with a focus on risk-adjusted returns across multiple asset classes.

Team member 3

Daniel Martinez

Head of Research

Daniel leads our research team, identifying emerging trends and opportunities across the American market. His background in economic analysis and sector-specific research provides valuable insights that inform our investment strategies and client recommendations.

Team member 4

Olivia Thompson

Client Relations Director

Olivia ensures our clients receive exceptional service and personalized attention. With a background in financial advisory and client management, she works closely with our investment team to ensure client portfolios align with their evolving needs and goals.

Team member 5

James Wilson

Senior Financial Advisor

James specializes in creating customized investment strategies for high-net-worth clients. His expertise in asset allocation, retirement planning, and tax-efficient investing helps clients navigate complex financial decisions with confidence.

InvestUSA By The Numbers

14
Years of Experience
$1.2B+
Assets Under Management
2,500+
Satisfied Clients
35+
Investment Professionals

Our Accreditations & Partnerships

Financial Conduct Authority

Financial Conduct Authority Regulated

Chartered Financial Analyst Institute

CFA Institute Member

International Association of Investment Managers

IAIM Accredited

Global Investment Performance Standards

GIPS Compliant

Ready to Partner with Our Expert Team?

Let's discuss how we can help you achieve your financial goals with strategic investments in the American market.

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