Founded in 2005, OIA Ltd, 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 enhancing investment returns and delivering ‘peace of mind’ for our clients.
Our flagship product is our wealth accumulation portfolio, this is best described as a balanced portfolio of stocks, bonds, and commodities, with an asset allocation of 60%/ 30%/ 10%.
Our second offering is our income portfolio which focuses on stocks that benefit from both price appreciation and dividends. Our goal is to identify companies that have sound fundamentals and return their cash to the shareholders. The portfolio invests 90% of its funds into stocks with 10% allocation to bonds.
Finally, we have the Value portfolio, we look for companies where earnings are exceeding expectations and are expected to do so in the future. We are screening our database for stocks trading at least 25% discount to peers. We look at the following ratios, PE, PEG, and Book Value, the portfolio invests 70% of its funds into stocks with 30% allocation to bonds.
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.