Noesis

Who We Are

Noesis is a Registered Investment Advisory (RIA) firm based in Boca Raton , Florida with a registered European office in the Netherlands (Amstelveen). We are independent and have a fiduciary commitment to our clients, which means we always act in their best interest. As a result, we maintain lasting client relationships that span generations.

Services

We provide comprehensive wealth management services, including financial planning, portfolio management, cross-border planning, generational planning and more, for clients around the world. We understand your objectives are unique and succesfully meeting them is our goal. Noesis Capital Management uses independent custodians to safeguard client assets.

Who We Serve

We serve succesful individuals, families in business, American expats, foreign nationals and cross-border investors in more than 30 countries. Our multicultural team, global investment approach and “Noesis Cares” philosophy allows us to focus on what is important to you and your family.

Noesis Capital Management present at IamExpat Fair

Once again this year, IamExpat organised the well-attended fair for expats in Amsterdam.

Expats are citizens of the world and that showed. From many different countries they passed by the booth of Noesis Capital. Questions ranged from the Dutch tax system to how to start investing or how to organize my assets at home and here in the Netherlands. Pension accrual also proved to be an issue that kept people busy.

I Am Expat fair Amsterdam 2024

Our Approach

Client Experience

A strong personal relationship is an essential component of our wealth management process.

How We Work

We have a comprehensive process to help us understand your goals so we can design the best solution.

Services

Portfolio Management
Financial Planning
Generational Planning

Custodial

We use SaxoBank and Interactive Brokers as independent custodians, to hold and safeguard our clients’ assets.

Find out how we can help you.

Schedule a complimentary consultation.

Newsletters

Update Q2 2024

Fundamental Research with a Contrarian Strategy

Update January 202

Don’t Fall For These Traps!

Update Q2 2023

Update Q1 2023