"Price is what you pay. Value is what you get."
Forex Managed Account
OI offers its Forex Managed Account to investors who desire low risk and above market returns while benefiting from professional management. Each account is managed using a research intensive process backed by in-house economic models and targets a consistent annual return on investment of +7% with provision for risk appropriate for each client.
Separately Managed Accounts (SMA) provide an efficient vehicle for investors who wish to diversify their account and are not interested in investing in traditional mutual funds.
As a result of our investment in technology and global partnerships, OI has been able to significantly reduce the minimum investment required to establish a SMA account to $5,000. Now a much broader group of investors can access the benefits of customized portfolio strategies in their individual account. Investors with over $250,000 in investable assets may be interested in a tailored discretionary management portfolio.
All administration and management costs are covered by one simple and transparent quarterly fee, based on the asset value of the portfolio.
Investment Philosophy and Principles
Our team's primary objective is to exceed client expectations without incurring unnecessary risk in the process of achieving this goal through sensible, research backed investment decisions.
Add value through the Asset Allocation and currency selection decision.
Reduce portfolio volatility through prudent management of assets.
Manage client portfolios within the parameters determined in SMA Portfolio Strategy.
Separately Managed Accounts’ level of personalization is one of the main selling points to investors. Your account is "separate" and distinct from that of any other client, which (unlike mutual funds) gives our team the ability to customize the portfolio based on your personal needs.
Safety of Funds. We only partner with the most reputable and regulated broker firms. Client accounts are held in a segregated account with funds deposited with European regulated banks.
Transparency and Control. A Managed Account allows an investor to have the account in his name and directly own a portion of the investments being traded. Unlike a mutual fund or hedge fund, where investors own shares in the fund entity.
Enjoy extremely high liquidity, which means you can liquidate your assets and withdraw money whenever you want.