Investment Advisor for E-commerce Business Sale Proceeds

I am looking for an experienced investment advisor to help me manage and invest $2.25M from the sale of my e-commerce business.

I am a non-resident alien, and the funds are currently held through my Wyoming LLC.

I need practical guidance on investment strategies that align with my long-term financial goals, while remaining fully compliant with legal and tax requirements.

My primary interest is investing in stocks and bonds, with an initial focus on bonds for stability, and a longer-term allocation toward stocks.

I am also open to real estate investments, either directly or through structured vehicles, if they make sense for my situation.

Beyond general advice, I specifically need help with opening and structuring the right accounts.

I have already attempted to open several accounts without success, so I am looking for someone with real, hands-on experience helping non-US residents successfully open and manage brokerage, investment, or banking accounts through US entities.

The right advisor will help me

• Identify which accounts I should open and where
• Handle compliance and documentation challenges
• Build a diversified portfolio focused mainly on stocks and bonds
• Evaluate real estate opportunities when appropriate
• Make informed, realistic investment decisions

Please share your direct experience working with similar clients, especially non-resident individuals using US LLC structures.

Contract duration of 1 to 3 months. with 30 hours per week.

Mandatory skills

Investment Banking, Wealth Management, Tax Accounting, Finance, Finance & Accounting