Company profile - L&F Investor Services (2024)

L & F Investor Services is an investment analysis and consulting firm, focusing on assisting international investors with their business set up and relocation to the United States of America. Each of our clients has a very different profile and background, we are therefore offering personalized services from the moment of the decision taking to the installation in the USA. Our clients can subscribe to our consulting services on an hourly or on an all-inclusive package basis.

L & F Investor Services is a RegisteredImmigration Consultant with the California Secretary of State and has subscribed a surety bond of 100.000 USD (Immigration Consultant Surety Bond n° CA802816, to view : Surety Bond).

Alexandra MERZ – Founder & CEOCompany profile - L&F Investor Services (1)

After her international studies in London and Germany, Alexandra’s professional career began in Finance in a Parisian trading room, where she was fund manager, in charge of the biggest European investment fund portfolio. Her next career steps included a senior position at a global rating agency, responsible for all real estate fund ratings in Europe, before creating her own companies in Berlin, the South of France and in the USA, whereto she moved on an E-2 Visa with her family. Her expertise, service-oriented approach and the understanding of business administration and finance are of great value to L & F’s clients. She speaks English, French and German and is mother of five children. Alexandra explains her motivations: “My broad financial background both in investment banking and the rating industry, as well as my hands-on real estate and business set-up skills, paired with two successful international moves, allow me to thoroughly understand the needs of our clients. Financial analysis has always been a key element in my career choices. Today, this is beneficial to our clients who are considering an E-2 or EB2-NIW Investment.”

Michel HOUGLET – Senior AdvisorCompany profile - L&F Investor Services (2)

Michel initially studied at Ecole Centrale de Paris and holds a Ph.D. in Quantitative Finance at the University of California at Berkeley. He co-founded the financial analysis company BARRA where he developed high-level sophisticated portfolio financial analysis methodologies and software and pursued his career in the past 20 years as a consultant to the most prestigious financial services companies. He is an avid investor in the restaurant, food, and wine industry and one of the best connoisseurs of international gourmet food and wine. His international and rational view on investments and his incessant logistic support are precious added values to the investment and service aspects of L & F Investor Services. Michel speaks English, French and Italian. Michel highlights the strengths of L&F’s approach: “Investors desiring to come to the United States often feel isolated and dependent on only immigration lawyer’s advice, which is only seldom business orientated. Our firm grew on personal experience and today allows accomplished entrepreneurs to find their US business strategy to settle in this great country. I am delighted to be able to share my extensive expertise with our clients, to guide them and help them live their American Dream.”

Marie HERTRICH – Senior Business & Immigration AnalystCompany profile - L&F Investor Services (3)

Marie joined L&F Investor Services in the summer of 2021. She grew up in Alsace, France and came to the United States in 2008 to work for Walt Disney World’s Epcot Centre, quickly adapting to Disney’s quality standards. This was the beginning to a career showing her passion for customer service and tangible results. As a volunteer for Future Hospitality Leaders of America she was a key support for multiple events in the Orlando region from 2010 to 2012, and then became the Foreign Language Department Manager at Gifted University in 2014 and 2015. In 2015 she accepted an assignment as Team Lead at La Petite Academy in Ocoee. Since 2018 she was Platinum Service Specialist for the international Tupperware Brands, supporting both the US and Canadian operations. Marie holds an Associate Degree of Science in Hospitality from Valencia Community College in Orlando (2012) and a Bachelor of Science Degree in Hospitality Administration and Management from Florida International University (FIU, 2021). Marie is very enthusiastic about her duties for L&F, saying “immigration was part of my journey, and I can relate so well to the expectations and anxieties of our clients.” Marie is mother of four children and bilingual in French and English.

Carolina NIETO – Junior Business & Immigration AnalystCompany profile - L&F Investor Services (4)

Carolina, a native of Argentina, joined L&F Investor Services in the fall of 2023, bringing with her a wealth of experience in human resources and immigration coordination. She holds a Bachelor of Education in English as a Second Language from Universidad Nacional de Cordoba, which has equipped her with exceptional communication skills. Carolina began her professional journey at B-Yond, where she served as the executive assistant to the CEO. In 2017, she transitioned to the role of HR Coordinator at Novelus, becoming their primary point of contact for Latin America. Simultaneously, she worked for Intelgica as an HR and Immigration Coordinator, showcasing her ability to manage multiple responsibilities effectively. In her role at Intelgica, Carolina demonstrated her expertise in immigration matters by drafting, reviewing, and submitting immigration documents for visa applications and petitions to USCIS and other government agencies. Her meticulous approach to case management, including the organization of case filings and ensuring the timely submission of applications and petitions, has proven invaluable. At L&F Investor Services, Carolina’s talent shines through in her ability to maintain our clients’ files with utmost precision and quality. Her diligence ensures that all documents are ready to be transmitted to our partnering law firms and USCIS in a timely manner, providing our clients with a seamless experience. As a mother of two girls and being bilingual in Spanish and English, Carolina brings a unique perspective and cultural understanding to our team, further enhancing our ability to serve a diverse clientele.

Company profile - L&F Investor Services (2024)


Company profile - L&F Investor Services? ›

Company profile - L&F Investor Services. L & F Investor Services is an investment analysis and consulting firm, focusing on assisting international investors with their business set up and relocation to the United States of America.

What are the three types of investors? ›

The three types of investors in a business are pre-investors, passive investors, and active investors. Pre-investors are those that are not professional investors.

What is the structure of an investment company? ›

An investment company can be a corporation, partnership, business trust, or limited liability company (LLC) that pools money from investors on a collective basis. The money pooled is invested, and the investors share any profits and losses incurred by the company according to each investor's interest in the company.

What happens when you invest in a company? ›

When you buy a share in a company, you're effectively becoming a part owner of that company. As a shareholder, with an equity stake in that business, the investment return you earn depends on the success or failure of the company itself.

What is investment in business? ›

Investment is an asset acquired or money committed with a purpose to earn income in future. Investments are also made to benefit from future appreciation in the value of an asset. Investment is a purchase of goods which is future-oriented, aimed at earning income in the future or creating wealth in the future.

What are the three golden rules for investors? ›

The golden rules of investing
  • Keep some money in an emergency fund with instant access. ...
  • Clear any debts you have, and never invest using a credit card. ...
  • The earlier you get day-to-day money in order, the sooner you can think about investing.

What percentage do investors get? ›

An investor will generally require stock in your firm to stay with you until you sell it. However, you may not want to give up a portion of your business. Many advisors suggest that those just starting out should consider giving somewhere between 10 and 20% of ownership.

What is the profile of an investment company? ›

A corporate and investment company profile is a comprehensive document that provides detailed information about a company engaged in corporate and investment services. This presentation template is an effective way to introduce your company's services, capabilities, and track record to your audience.

What are the 4 types of investment companies? ›

Fund sponsors in the United States offer four main types of registered investment companies: mutual funds, closed‑end funds, exchange‑traded funds (ETFs), and unit investment trusts (UITs). The majority of investment companies are mutual funds, both in terms of number of funds and assets under management.

How do you structure an investment LLC? ›

How to set up an investment LLC: step-by-step
  1. Select an incorporation state.
  2. Chose a business name.
  3. Appoint a registered agent.
  4. Select a management structure.
  5. File articles of organization with the Secretary of State.
  6. Draft an operating agreement.
  7. Register your LLC for tax purposes.
  8. Obtain business licenses and permits.
Jan 24, 2022

How do investors get paid? ›

Some pay income in the form of interest or dividends, while others offer the potential for capital appreciation. Still, others offer tax advantages in addition to current income or capital gains. All of these factors together comprise the total return of an investment. Internal Revenue Service.

How do investors get paid back? ›

The most common is through dividends. Dividends are a distribution of a company's earnings to its shareholders. They are typically paid out quarterly, although some companies pay them monthly or annually. Another way companies repay investors is through share repurchases.

Do companies pay investors back? ›

A company can return funds to investors through dividends, retained earnings, and the popular buyback strategy. Buybacks can boost shareholder value and share prices while also creating tax advantages.

What investment makes the most money? ›

The U.S. stock market is considered to offer the highest investment returns over time. Higher returns, however, come with higher risk. Stock prices typically are more volatile than bond prices. Stock prices over shorter time periods are more volatile than stock prices over longer time periods.

How do investors work in a business? ›

An investor is a person or organization that provides capital with the expectation of earning a return on their investment. Investors assume the risk that a venture may fail and are compensated in the form of a return if they are successful.

How does an investment company make money? ›

In a Nutshell: Investment companies make money through fees, capitalizing on performance gains, and by offering innovative investment products. It's a symbiotic relationship where they succeed when you do.

What are the 3 major types of investment styles? ›

The major investment styles can be broken down into three dimensions: active vs. passive management, growth vs. value investing, and small cap vs. large cap companies.

What are the 3s of investing? ›

What Are the 3 Main Investment Categories? While the types of investments are numerous, it is possible to group them into one of three categories, equity, fixed-income and cash or cash equivalents.

What are the three groups of investment? ›

There are three main types of investments:
  • Stocks.
  • Bonds.
  • Cash equivalent.

What are the 3 investment companies? ›

A company that issues and invests in securities. The three types of investment companies are mutual funds, closed-end funds, and unit investment trusts.

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