23 Jul 2010Trader's Arrival Signifies Offshore Investment

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Trader's Arrival Signifies Offshore Investment Advisor's Commitment to Performance and Client Service

TORTOLA, BVI - July 23rd, 2010 - Offshore Investment Advisor, a leading Independent Registered Investment Advisor (RIA) in the Caribbean focused on helping individuals, families and trusts meet and exceed their financial goals, is delighted to announce that Adam Stauffer, CFA has joined the firm.

Prior to joining OIA, Adam was a market-maker at Lehman Brothers and Barclays Capital in Manhattan where he was responsible for trading all US-listed Exchange Traded Funds (ETFs) including, US and foreign equity, fixed income, commodity and FX.

"This is an important step for OIA," said James Bridgewater, founder of OIA, "and a critical part of our continued efforts to provide the highest level of service to meet our clients' goals. Adam's extensive expertise in ETFs makes him uniquely qualified to design client portfolios and avoid the pitfalls sometimes associated with investing in ETFs. I am excited to have someone with Adam's trading experience and commitment to investment management, as demonstrated by being a CFA charter holder, on the firm's roster and on the island."

Adam said, "the British Virgin Islands, and the Caribbean in general, is a fantastic place to live and work. However, there seems to be limited options for residents when it comes to receiving sound independent investment advice locally. It's a great honor to join OIA and the BVI community and I look forward to the opportunity of building relationships and helping clients plan for retirement."

About OIA - Founded in 2005, Offshore Investment Advisor has established itself as a leading Independent Registered Investment Advisor (RIA) in the Caribbean by looking at our client's entire financial picture-what they want now and what they will need later-and then delivering on their financial goals and dreams. Headquartered on Tortola, BVI, the firm specializes in structuring savings & retirement accounts, hedge fund due diligence and ongoing investment account management for individuals, families and institutions. With a focused expertise in ETF portfolio management, as well as creating income producing portfolios, such-as CD ladders, OIA is dedicated to providing professional advice to the Caribbean region and beyond. Clients benefit from objective guidance to help make informed investment decisions, holistic planning to create the right strategic financial plan, and convenient online account access, among other benefits. OIA uses TD Ameritrade, Morgan Stanley Smith Barney and Global Trading Ltd. for brokerage and custodial services.

For more information please visit: http://www.offshoreinvestmentadvisor.com/

About Adam Stauffer, CFA - Adam Stauffer was a market-maker at Lehman Brothers and Barclays Capital in Manhattan where he was responsible for trading all US-listed Exchange Traded Funds (ETFs) including, US and foreign equity, fixed income, commodity and FX. Prior to this, Adam was a Marketing Manager at Advent Software, a leading investment management software company, where he specialized in hedge fund, prime broker and fund administrator technology solutions. Adam is a Chartered Financial Analyst (CFA) and earned his MBA from The Wharton School of Business, University of Pennsylvania and BA from Trinity College. He is proficient in Visual Basic and uses computer programming extensively in his research and model development.

To contact James: james@offshoreinvestmentadvisor.com
To contact Adam: adam@offshoreinvestmentadvisor.com

By Offshore Investment Advisor