About
Background, credentials, and approach
I'm Tariq Dennison TEP. I provide investment advice, financial planning and wealth management across three continents under four different licenses and legal entities:
- GFM Asset Management LLC, fully registered in the United States to provide investment advice to US Citizens and green card holders globally, including managed accounts with Charles Schwab
- GFM Group Limited, a Hong Kong Type 9 Asset Manager, for managing investment accounts and pension portfolios in Hong Kong
- Pearl & Rhein GmbH, where I am registered as Swiss Investment Advisor TD29106, under which I can provide investment advice and managed Swiss bank accounts to clients with balances under CHF 500,000, and
- INFIBA Vermögensverwaltungs AG, where I have joined as a partner to provide full service wealth management for clients at even more Swiss banks.
I work with clients with assets, pensions, family members, or retirement plans in more than one country, especially if one of those countries is the USA and another is in Europe or Asia. I help make sure those assets are well invested to earn good returns, and that proper plans are in place with regards to international tax and succession.
My Latest Book
My 2nd and most recent book, 10 Ways To Invest, dives into 10 different investment philosophies and ways of thinking about risk and return to help you find the strategy you can stick with over the long term.