WELCOME TO OIA

Founded in 2005, OIA is a privately held, high-touch boutique Registered Investment Advisory (RIA) firm held to a fiduciary standard—the highest standard of care.  We are experienced and accessible investment professionals focused on managing risk and delivering ‘peace of mind’ for our clients.  Our services are focused on our clients’ unique requirements and include Private Wealth Management for Individuals, Trusts & Private Investment Companies.

 

We rely on the strengths of Interactive Brokers, a globally recognized leader in brokerage and custodial services, to provide our clients with comprehensive reporting, customer service and market access in The Americas, Europe and Asia-Pacific, and highly secure, password and security device protected, online account access.  For information on Interactive Brokers' Secure Login System, Account Protection and Financial Strength please click here.

 

Headquartered on Tortola in the British Virgin Islands, OIA Ltd is a federally registered investment adviser with the United States Securities and Exchange Commission, and is also registered with the British Virgin Islands Financial Services Commission.

 

 

 

 

WHAT WOULD YOU LIKE TO DO?

Grow Your Wealth

Easy-to-understand investment plans give you peace of mind that your hard earned money is being managed professionally.

Protect Your Assets

Conservative portfolios help you increase income and combat inflation without taking unnecessary risks.

GETTING STARTED IS EASY...

WHAT TYPE OF RETURNS DO YOU SEEK?

We craft your Separately Managed Account (SMA) to suit your long-term financial goals.  SMAs are portfolios tailored your unique risk and return objectives.  

Low Risk,

Conservative Returns

Preserve capital relative to inflation with low volatility and returns that exceed current CD rates.

Moderate Risk,

Moderate Returns

Long-term wealth appreciation and volatility below equity markets.

Higher Risk,

Aggressive Returns

Long-term wealth appreciation and volatility in line with equity markets.

WHAT TYPE OF INVESTOR ARE YOU?

OIA is unique among many other managers in the Caribbean since we can accommodate accounts regardless of the client’s nationality.  This is important because there can be significant regulatory repercussions for investors that hold accounts outside of their home domicile, particularly for people born in the U.S. (including in St. Thomas and Puerto Rico). 

 

We’ve helped investors from all over the world, including the BVI, US, UK and Canada, among others—each with unique goals and objectives—plan for retirement, grow their wealth or preserve their capital. 

High-Net Worth & Institutional Investors

Increase investment income and combat inflation without taking unnecessary risks.

Individual Investors

Eliminate the stress of creating a diversified portfolio and monitoring it on a daily basis.

GETTING STARTED IS EASY...

WHO WE ARE

OUR FIRMLEADERSHIP

WHAT WE DO

WEALTH MANAGEMENTFINANCIAL PLANNING 

INDIVIDUALS |BVI COMPANIES | TRUSTS

 

OIA Ltd. is a Registered Investment Advisor (RIA) regulated by the U.S. Securities and Exchange Commission (SEC). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.   

 

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Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers is not affiliated with and does not endorse or recommend any introducing brokers or financial advisors, including OIA Ltd. Interactive Brokers provides execution and clearing services to customers of OIA Ltd. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com