Welcome to Offshore Investment Advisor. Founded in 2005, Offshore Investment Advisor has established itself as a leading investment manager in the Caribbean by leveraging the strengths of TD Ameritrade Institutional, a globally recognized leader in brokerage and custodial services, as well as by working closely with our clients to understand their entire financial picture and then delivering on their specific financial needs and goals. Headquartered on Tortola, BVI, we are a boutique provider of wealth and asset management to individuals, families, trusts and BVI employers.
Our services center around your unique requirements and include the following comprehensive solutions:
Regardless of whether your objective is wealth accumulation, wealth preservation or building a legacy, we provide you with a wide range of services to meet all of your needs.
We take a unique approach to portfolio construction. We combine 5 Model Portfolios with 4 Tax Allocations (US Taxable, US Tax Exempt, Non-US Tax Exempt and Offshore) to provide you with a choice of 20 distinct portfolios that are tailored to deliver the highest risk-adjusted returns with the lowest possible tax profile.
For more information on Private Wealth Management please click here.
Retirement Plan Services
We offer a unique service exclusively for BVI employers that is tailored to the specific nuances of the BVI 2010 Labour Code. Our solution helps you to remain flexible and keep control of your money until more clarity is provided around the Labour Code regulations.
Our focus on high-quality investment management and personalized service provides BVI employers with a well rounded Retirement Plan offering that helps ensure the objectives of the firm as well as the individual employees are being met. Our plans are designed not only to facilitate investment growth but also promote ongoing education and financial literacy.
For more information on Retirement Plan Services please click here