We provide investment management and financial planning services to U.S. residents and expatriate clients.
Alexander Beard (USA) LLC., is a Registered Investment Adviser in the USA, and a member of the Alexander Beard Group which was founded in the UK in 1987. AB-USA was launched in 2004, to offer a range of services and advice aimed at British Expatriates living in the USA.
Alexander Beard USA can provide you with a comprehensive package of services including Cross Border Services, Financial Planning and Investment Management.
Our headquarters are in the United Kingdom (Cheshire); we also have other UK offices in Yorkshire and London with international offices in Australia, Canada, France, The Netherlands, South Africa and the USA. You can visit our dedicated micro-sites at the links below.
Alexander Beard (Australia) Pty Ltd.
Established in February 2006 our Australian personal financial planning business is now located in Perth under the supervision of our Australian Director Dave Stone. Our main speciality is advising clients who emigrate in to Australia.
Alexander Beard (Canada) Inc.
Our business in Ottawa managed by Ron Hooper and specialises in providing employee benefits to Canadian based employees of International companies.