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Adam Stauffer, CFA, MBA

Offshore Investment Advisor
Portfolio Management

Contact Information:

VG1110
VG

Years in Business:

 

5

Clients I'm Seeking:

 

We are looking for: (1) individual investors and institutional investors, such-as trusts and plan-sponsors, that would like experienced professionals to manage their money according to their unique requirements and risk tolerance levels, (2) financial advisors and planners that would like to outsource their Chief Investment Officer function to an expert in Exchange Traded Funds (ETFs) and ETF portfolio management.

About My Business:

 

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: 1) Private Wealth Management 2) Retirement Plan Services

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