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BOSL Asset Management Limited was established in Belize by Belize Offshore Services Limited ("BOSL") to provide a full range of investment and asset management services to its corporate and trust clients worldwide. Through its relationships with internationally recognised brokerage houses, fund managers and custodians, BOSL Asset Management Limited is able to offer a comprehensive range of general trading and managed investment accounts - backed up by in-depth investment research and analysis by renowned experts in their respective fields. As an investor, you compete in a highly sophisticated financial arena. With changing world events influencing the financial markets, overwhelming amounts of data available at your fingertips, and growing numbers of investment vehicles to choose from, making strategic investment decisions is more challenging than ever. Added to that the complexity of buying, selling and tracking performance of numerous investments held at separate investment firms ... paying brokerage commissions on each ... and the worry that comes with wondering whether the choices you've made are really right for you ... and building your portfolio turns into a real challenge. Investing shouldn't have to be this hard. You know the challenge. We have the solution. An investment account with BOSL Asset Management Limited. We know that as a serious investor, you are interested in accumulating and preserving wealth. As part of your offshore shield, we can help to evaluate your financial goals and assist you achieve those goals by:
To help make intelligent and timely investment recommendations, we draw upon extensive technical resources and a team of professionals to evaluate economic, financial and political data. We have access to quality fundamental and technical research from some of the world's leading securities firms. A General Trading Account is your ticket to simplifying your investing. For one low annual advisory fee, you can enjoy unlimited trading of stocks, bonds, load and no-load mutual funds and more - all within the same account, and with no commissions. You simply pay low transaction charges on each trade - regardless of the size of your investment. With this account, you also have access to the recommendations of top-ranked research teams, combined with the flexibility to build your portfolio from a variety of investment alternatives, such as:
Discretionary Managed Accounts: For the discerning investor who prefers to delegate the management of their investment portfolio, BOSL Asset Management Limited offers a variety of accounts which have been designed with specific investment objectives and which are managed by some of the world's leading fund managers. Our Fixed Income Account utilises an active management approach in an attempt to add value to the fixed income investment process. The philosophy is to focus on the individual needs of each client by combining experience, research and resources to seek above-average total returns within controlled levels of risk. The investment process emphasises four specific disciplines: interest rate risk control, yield curve management, sector allocation and security selection. Balanced Growth/Income Account and Pure Growth/Value Account: Our Balanced Growth/Income Account and Pure Growth/Value Account are based on the belief that successful long-term investing is best attained by identifying undervalued medium-to-large capitalisation companies which have demonstrated consistent cash flow growth and sustainable above-average dividend yield. This value philosophy employs a disciplined strategy to evaluate companies and then to acquire their stock only when the price is at a material discount to fair market value or intrinsic value. The fixed income portion of a balanced portfolio is structured to preserve capital and minimise the impact of volatile interest rates by relying on fundamental research of macroeconomic trends to determine fixed income strategy - reacting to, not forecasting, interest rates. Our Aggressive Growth Account is managed with an investment philosophy to: (1) invest in top-quality businesses, (2) identify above-average consistent growth, (3) invest at below-average valuations and (4) recognise and respond to change. This process is driven by fundamental research and the judgement of an investment management team broadly experienced in both equity and fixed income investing. The search for such equities begins with a series of statistical screens:
Our International Account seeks to build wealth for its clients through the systematic identification of real value in world markets. This is usually accomplished through strict adherence to the disciplines of classic value investing. The philosophy of value investing is simple: find a company that is financially strong, a company with measurable worth. When its stock is selling at a price well below its worth, buy it. In time, the market will recognise this value, and the price will rise to meet it. When that happens, sell. The U.S. equity market represents only one third of the world's market capitalisation. Through investment in both domestic and foreign securities, we can offer investors a path to wider diversification of their assets. The Advantages to You: Let us help open a new world of investing to you by offering:
General Trading Account - US$ 25,000
Note: A standard postage and handling charge will be added for each individual transaction. Any other ancillary charges (including courier, mail, fax, telephone and handling) and all out of pocket expenses will be charged as incurred. All extra work done on client's behalf will be charged at current rates. Please download and read our Client Agreement and then complete and sign our New Account Form and corresponding Order Ticket and send by fax to 501-8-22989 (send original documents by airmail). All applications must be accompanied by the following documents:
As with all other types of investment, past performance is no guarantee of future returns. If in doubt, please consult with your personal financial advisor or investment consultant before making any investment decision. |
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