Founded in 2005, O.I.A. Ltd, is a privately held, high-touch boutique Investment Management Company operating to a high fiduciary standard – the highest standard of care. We are experienced and accessible investment professionals focused on enhancing investment returns and delivering ‘peace of mind’ for our clients.
We offer two balanced portfolios’, the first appeals to younger investors whose objective is to accumulate funds towards either a large capital expenditure such as a house purchase or retirement.
The second portfolio caters to more sophisticated investors who have already accumulated substantial assets and wish to both grow and preserve them.
Our investment strategy is to invest in stocks, bonds, and commodities. We are looking for value stocks that trade at a discount to peers. Value tends to outperform growth during times of elevated inflation.
With bond yields rising, (the 10-year benchmark US Treasury recently topped 2%), we are investing in high quality inflation protected notes with short duration.
We also invest in a range of commodities which typically perform well in an inflationary environment, metal’s such as Gold, Silver, Platinum and Palladium, grains, such as Wheat, Barley and Corn, and industrial metals, such as Aluminum, Copper, Nickel and Zinc.
The custodian for your funds will be Interactive Brokers LLC, a globally recognized leader in brokerage and custodial services. They provide our clients with comprehensive independent reporting and analytics, customer service and global market access across multiple asset classes, stocks, bonds, futures, and options in one account.
For account security usernames and passwords are encrypted with Triple Data Encryption Standards (3DES) and nCipher hardware encryption. Data in transit is encrypted using TLS1.2 protocol.