Disciplined, Long-Term Investing
Broad global diversification, low-cost liquid instruments, clear asset-allocation frameworks, and systematic rebalancing — prioritizing durability over short-term speculation.
Boca Raton, Florida · Serving international investors
Global markets, built for life beyond US borders.
A value-focused private investment firm helping non-US residents access the United States and global markets — without unnecessary risk, complexity, or surprises.
- 2
- Regulatory domiciles — Ireland & Luxembourg
- 100%
- Independent, advisory-aligned counsel
- ∞
- Long-term horizon, by design
Institutional-level experience
Cross-border advisory
UCITS-centered portfolios
Discretion by default
The challenge
Investing in the US as a non-resident is not straightforward.
Withholding treatment, estate-tax exposure, and cross-border structure can quietly erode returns and introduce risk that has nothing to do with the markets themselves. Most of it is avoidable — with the right design from the start.
We build portfolios around UCITS ETFs domiciled in established jurisdictions such as Ireland and Luxembourg, helping mitigate US estate-tax exposure and simplify withholding treatment for international investors.
Estate-tax exposure
US-domiciled assets can expose non-residents to significant estate tax. Domicile selection matters.
Withholding treatment
Dividend and income withholding varies by structure. The right vehicles simplify it.
Avoidable complexity
Fragmented accounts and ad-hoc structures add cost and risk. Clean design removes both.
UCITS clarity
Ireland- and Luxembourg-domiciled funds offer recognized, transparent treatment.
Our approach
Discipline over prediction. Structure over surprise.
Four principles guide every portfolio we build — durable by design, and aligned to your life across borders.
Tax-Aware Design
Tax efficiency is integrated from the outset. We coordinate with your external tax and legal advisors on non-resident treatment and structural considerations — never an afterthought.
Risk Management & Oversight
Portfolios are continuously monitored and adjusted to market conditions. Risk is managed through diversification and governance — not by trying to predict the future.
UCITS-Centered Construction
We primarily use UCITS ETFs domiciled in established regulatory jurisdictions such as Ireland and Luxembourg — to mitigate US estate-tax exposure and simplify withholding treatment.
How we work
A clear, measured path — from first conversation to ongoing oversight.
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01Step 01
Introduction
A confidential conversation to understand your residency, goals, and the markets you want to reach.
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02Step 02
Discovery & Structuring
We map your cross-border picture and coordinate with your tax and legal advisors on the right structure.
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03Step 03
Portfolio Construction
A diversified, UCITS-centered allocation built around low-cost, liquid instruments and clear frameworks.
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04Step 04
Ongoing Oversight
Continuous monitoring, systematic rebalancing, and discreet, disciplined adjustments as conditions evolve.
About DIW Investments
A boutique firm, built for international investors.
Our team brings institutional-level experience across global markets, investment strategy, and cross-border advisory. We work exclusively with international investors, and we hold ourselves to three standards above all: clarity, discretion, and disciplined execution.
Based in Boca Raton, Florida, we serve as a steady, value-focused partner — helping clients access global opportunity while keeping unnecessary risk, cost, and complexity firmly off the table.
Clarity
Plain answers, no jargon
Discretion
Privacy by default
Discipline
Process over impulse
“Access global markets, including the US, without unnecessary risk, complexity, or surprises.”
Get in touch
Begin a confidential conversation.
Tell us a little about your situation and what you’d like to achieve. We’ll respond personally and discreetly — and, when helpful, coordinate with your existing tax and legal advisors.
- Office
- Boca Raton, Florida, USA
DIW Investments works exclusively with international (non-US resident) investors. This site is for information only and is not an offer, solicitation, or recommendation to buy or sell any security.