Grow Your Wealth with Tigris

Utilize the stress-free services that can amplify your financial means and lead you to greater financial independence

Schedule a Free Consultation

What We Do

Tigris is an investment company supporting American citizens living inside and outside the United States, U.S. legal residents, as well as global investors seeking to invest in the U.S. stock market

What We Offer

Retirement and Rollover

Interested in moving your retirement money?

If you still maintain an inactive employer sponsored retirement account (e.g., a 401k plan) you are able to rollover your retirement plan accrued through a former employer to an Individual Retirement Account (IRA) that is tax and penalty free.

We will help you identify whether a traditional IRA or Roth IRA is right for you
We will guide you through the process of opening the account and finalizing the rollover process along with managing the account on your behalf

Education Savings Plan

Looking to start saving for college?

One of the most effective ways to save for college is with a 529 savings plan. More than a million families have invested with CollegeAmerica making it the nation’s largest 529 savings plan. It’s a tax-advantaged way to save for college tuition and expenses. Your 529 savings plan withdrawals will be free from federal tax as long as you use them for qualified education expenses like room and board, tuition, and required books/supplies for higher education. You can also use your 529 plan to pay for K-12 tuition up to $10,000 per year per beneficiary.

We will help you open the 529 savings plan that is best for you
We will assist you in opening and managing your 529 savings plan

Estate Planning

Need assistance creating your Estate plan?

We understand that preparing for the future is an imperative that should be approached with utmost diligence and care. As professionals with extensive experience in estate planning, we are dedicated to providing you with expert guidance to safeguard your assets, ensure your wishes are honored, and give your loved ones peace of mind.

We provide Estate planning for residents from all the States
We provide electronic copy to modify your plan at any time

General Investing

Interested in learning about how to invest?

A brokerage account is an example of a taxable account. These accounts do not have any tax benefits, but they offer fewer restrictions and greater flexibility than tax-advantaged accounts such as individual retirement accounts (IRAs) and 401(k)s. Unlike an IRA or a 401(k), a brokerage account allows you to withdraw your money at any time, for any reason, with no withdrawal tax withholding or penalty.

We will guide you in learning more about your investment options
We will support you in opening and managing your brokerage account
Schedule a Free Consultation

Become a Client

Step 1
Free consultation and introduction
Step 2
E-signing Advisory Contract
Step 3
Investor Profile Questionnaire
Step 4
Account Opening
Step 5
Ongoing Portfolio Management

Services and Pricing

Retirement and Rollover


Traditional, Roth, Backdoor IRA, Employer-Sponsored Plans
Discretionary*
Broker: Capital Group
For US Citizens/Legal Residents and Small Businesses
Account Opening Minimum: $250
Investment Product: Mutual Funds
Tigris Annual Advisory Fee: 1.8% From Total Assets
Broker Maintenance Fee: $10 Annual Per Account

Education Savings Plan


CollegeAmerica, 529 Education Savings Plan
Discretionary*
Broker: Capital Group
For US citizens and Legal Residents
Account Opening Minimum: $250
Investment Product: Mutual Funds
Tigris Annual Advisory Fee: 1.8% From Total Assets
Broker Maintenance Fee: $10 Annual Per Account

Estate Planning


Will and Trust Based Estate. Plans Include:
Last Will & Testament
Revocable Living Will
HIPAA Authorization
Living Will
Power of Attorney
Schedule of Assets
Pour Over Will

General Investing


Brokerage

Discretionary and Non-Discretionary*
Broker: Interactive Brokers
Global**
Account Opening Minimum: $10,000
Investment Product: Mutual Funds, ETFs, Individual Stocks
Tigris Annual Advisory Fee: 1.8% From Total Assets
Maintenance fee: Trading Commissions See Details

* Discretionary accounts allow the portfolio manager (Tigris) to freely make decisions regarding the account(s)whereas non-discretionary account(s) require approval from the owner (you) on all decisions made.

** Except Citizens of the EU and Sanctioned Countries. See complete list here.

Our Custodians

Get In Touch

Contact us via email, phone, or the contact form below with any questions or requests for additional information. We look forward to hearing from you!

Address: 708 Yellowstone Ct, Allen, TX 75002, United States

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