US Resident Investment

Hi Guys - first post - great site you have here.
I have a case for a client that Im struggling to place due to his US residency. Does anyone know of any providers who would take this? Ive been advised that a DFM should have no issues but would prefer not to use one if possible
thanks
I have a case for a client that Im struggling to place due to his US residency. Does anyone know of any providers who would take this? Ive been advised that a DFM should have no issues but would prefer not to use one if possible
thanks
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Chartered Financial Planner
Certified Financial Planner
Head of Technical at Paradigm Norton
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Hi Ralfos,
I recently had the same issue and could not find any provider that would take it. I was unaware that a DFM would so this is great news for me.