Educational Materials
for U.S. Expats

Can a Non-Citizen or Foreigner Invest in the U.S.?

Aug 25, 2022 | Investment Concepts, Podcasts

Are you a non-resident alien or non-U.S. citizen looking to invest in the U.S.? If you are, you might be wondering if it’s even possible to invest in the U.S. as a foreigner. 

Whether you’re part of a cross-border family or simply a non-U.S. citizen trying to invest in the U.S., there are quite a few myths and misconceptions about doing so as a non-American. We haven’t touched on this subject before, but we’ve still had a recent deluge of inquiries about investing in the U.S. as a foreigner. So we thought it was time to cover this subject more in-depth in what’s likely to be a multi-part series on the podcast.

In this episode, Keith Poniewaz, Ph.D.; Stan Farmer, CFP®, J.D.; and Syl Michelin cover the background on the topic and dive into the complications of investing in the U.S. as a non-American from both an inheritance perspective and income tax perspective. And when you’re investing abroad, the situs of the assets is critical. Simply put, the situs is the jurisdiction where property belongs for legal or tax purposes – in this case, the assets in which you’re investing. Keith, Stan and Syl define U.S. situs assets and non-U.S. situs assets, and how the situs status can impact your portfolio.

Questions about investing in the U.S. as a non-U.S. citizen or nonresident alien? Send them to us, and we might feature them on a future episode of the podcast. You can also reach out to our team and speak directly with an advisor by tapping the buttons below. 

Walkner Condon Financial Advisors is a registered investment advisor with the SEC and the opinions expressed by Walkner Condon Financial Advisors and its advisors in this piece are their own. Registration with the SEC does not imply a certain level of skill or training. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented in this piece is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information in this piece does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Readers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.