Expat Focus is pleased to offer the services of a U.S. Registered Investment Advisor (RIA) specializing in the following portfolio management and financial planning services for expatriates:
- Portfolio management and investment advisory services for all expatriates (offshore, U.S., or Canadian accounts)
- Estate planning for U.S. expatriates
- Retirement planning for U.S. or Canadian expatriates
- U.S. taxation services
If you are
1. a British, American or Canadian expat
OR
2. an expat living in America or Canada
please use our enquiry form to submit a no-obligation initial enquiry.
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DISCLAIMER: Nothing on this web site should be interpreted as a buy, sell or hold or other investment recommendation. Visitors are strongly urged to consult with a qualified financial advisor before making any investment decision. Neither Expat Focus nor any person involved with the running of this website can be held responsible for any investment decisions made by our visitors.