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Jul 28, 2019 7:46 pm

Hi all,

It happens that after discussing with some people about how I invest and plan my finances and family finances, they suggested it may be a good idea for me to manage their money. Due to my job, I do a huge amount of company analysis, so I am used to screen fundamentals (but not with the final intention to recommend stocks). I also help advising on potential and strategic invetments for my employer (a large cap non finance company), so I belive there is some common ground. I am also a CFA candidate.

To this situation (where I have potential clients but not a firm), I must add that these clients are foreigners while I reside in United States, so they hold their assets and moneys in foreign currency.

So, do you have any advice on how to start with this? Shall I obtain my licenses and start a firm in US? What may be the implications of investing foreign money from foreign clients in US soil?