INVESTING FOR U.S. EXPATS
Investing while living
abroad doesn't need
to be complicated.
DF-Direct is the automated investment platform built for U.S. expats, offering globally diversified portfolios that are fully aligned with U.S. tax law and managed for you from anywhere in the world.
U.S. tax-compliant by design
No minimum investment
Managed from anywhere
Most investment platforms weren't built with expats in mind.
Move abroad, and investing gets complicated fast. U.S.-based platforms often restrict or close accounts for non-resident addresses. Local advisors don't always understand PFIC rules, FATCA reporting, or U.S. tax exposure. DF-Direct closes that gap - one platform, built around how expats actually need to invest.
HOW IT WORKS
A hassle-free approach to investing, powered by smart technology and expert insight.
01
Guided Onboarding
Answer a few questions about your goals, and get a personalized plan in minutes. No paperwork headaches, no guesswork.
02
Portfolio Matching
We assess your risk tolerance, objectives, and timeline to match you with a professionally designed portfolio.
03
Automated Investing
Your portfolio is managed continuously through intelligent rebalancing. Built for the long-term, adjusted as markets move.
04
Compliance & Tax Efficiency
Every portfolio is structured to align with U.S. regulations while staying optimized for global markets.
WHY CHOOSE DF-DIRECT
Traditional platforms weren't designed for the way expats invest. DF-Direct was.
Regulatory Compliance
Your investments stay compliant with U.S. tax
laws and reporting requirements, wherever
you live.
Automated Rebalancing
Your investments stay compliant with U.S. tax laws and reporting requirements, wherever you live.
No Minimum Investment
Start with any amount. There's no barrier
to entry, no matter where you are in your
financial journey.
Transparent Pricing
Start with any amount. There's no barrier
to entry, no matter where you are in your
financial journey.
Global Diversification
Get exposure to international markets that help mitigate risk and support your long-term goals.
Built for Expats
Built around how expats actually
invest, not bolted on as an afterthought.
WHO IS DF-DIRECT FOR
Whichever describes you,
DF-Direct meets you where you are.
01
U.S. expats who need a tax-compliant way to invest while living abroad.
02
Young professionals who want an easy, hands-off way to start investing.
03
Anyone seeking a globally diversified, lowcost portfolio.
04
Investors who value automation and expert- driven asset allocation.