Individual Investors

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

You work hard for your money. Now take the next step and let OIA invest it for you.  We offer investment management & advice - without the hassle, high fees, or high account minimums.  Regardless of whether your objective is wealth accumulation, wealth preservation or building a legacy for your family, we provide you with a wide range of investment management services to meet all of your needs.

 

OIA’s ETF Risk-Targeted Portfolios — ranging from Aggressive to Conservative —are monitored daily and actively adjusted on a regular basis to match the prevailing global economic environment in order to enhance return while minimizing risk.  Our professionally managed portfolios offer you a simple and convenient way to invest in a diversified portfolio that meets your specific investment needs given your tolerance for risk. 

 

Most individuals don’t have the patience, time or comprehensive understanding of the financial markets to create and invest their own money within a well-defined and rigorous investment management process.  OIA can help you create a dynamic and diversified portfolio that is managed in the most cost effective way with the minimal amount of effort on your part.

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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