Financial Services

Bermuda Offshore Investment Services ("BOIS") is one of Bermuda's most comprehensive and dynamic independent investment firms. We offer investment advisory services, financial planning services, and financial consulting services:

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Investment Management for Corporations, Individuals, Institutions, Trusts and Private Holding Companies

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Segregated and Comprehensive Financial Planning

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Strategic Investment Portfolio Planning

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Portfolio Management and Investment Implementation

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Estate Planning

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Retirement Planning

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Business Succession Planning

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Financial Planning for Educational Costs

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Consulting Services for Pension Plans 

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Deferred Compensation Planning


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