OUR PORTFOLIOS

 

We craft your Separately Managed Account (SMA) to suit your long-term financial goals.  SMAs are portfolios tailored to your unique risk and return objectives.  They can include — or exclude — particular strategies, asset classes, industries or individual securities, as desired. SMAs also offer you the tax advantages of directly owning individual securities and the expert advice of a professional money manager.  Our core mission, and fiduciary obligation, is to optimize client outcomes.  In order to do so, we conduct a thorough review of your investment objectives, income needs, and overall risk tolerance to determine which of our portfolios is right for you.

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WHO WE ARE

OUR FIRMLEADERSHIP

WHAT WE DO

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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