We are a wealth management firm for U.S. citizens living in Europe, based in Nice, France.
We cover the full spectrum of wealth management issues and concerns.
We believe in advice that is in the best interests of our clients, acting as fiduciaries, taking into consideration their tolerance for risk and aspirational goals.
We are one of the very few advisors serving U.S. citizens that is regulated in Europe.
Our Founder
The firm was founded by Robert Levitt, who had previously established the SEC Registered Investment Advisory firm, Levitt Capital Management LLC, in Boca Raton, Florida, which grew to over $550,000,000 in assets under management. With over three decades spent advising a wide array of clients both in and out of the United States, Robert brings a unique perspective to the table. Motivated and dedicated, clients turn to Robert for simple and transparent financial advice.
Education
Robert is a Chartered Financial Analyst (CFA), who holds an undergraduate degree in International Management from the University of New Mexico, as well as an M.B.A. from the American University in Washington, D.C. He also holds a French licence from the université de Nice/Sophia Antipolis, and two masters degrees and is completing a Doctorate in Medieval History from université de Perpignan.
Recognition
Robert has been recognized as one of the best investment advisors in the world.
Worth Magazine List of Top 200 Investment Advisors – 9 times Barrons list of 100 Top Independent Financial Advisors – 4 times
Numerous appearances on CNBC TV and Bloomberg TV around the world, as well as frequently quoted by the Wall Street Journal, Barrons, The New York Times, Fortune, Forbes, and numerous other publications for his insights on the global investment environment.
Deputy Chair, taxation task force of Democrats Abroad.