Altruist Financial Advisors LLC
Fee-Only Investment Management

Offshore Funds

 

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This page is an attempt to provide general guidance suggesting "best-in-class" investments (i.e., "offshore funds") which might be suitable for offshore investors (i.e., those seeking, for whatever reason, to invest in investment vehicles outside their country of residence).  However, each investor's situation is different, so some or all of the recommendations on this page may not apply to all such investors.

Offshore investors tend to have very complex criteria governing investment selection, so, in addition to standard criteria (e.g., passive funds, low cost, no load, etc.), the following issues must also be considered:

bulletComplex international tax issues typically apply.  Tax considerations are urgently important.  It is imperative that a competent authority on international tax law be consulted before ANY offshore investments are made.  Note that Altruist Financial Advisors LLC is NOT an expert in international tax law.  Therefore, our understanding of tax implications of the various investments should NOT be relied upon.
 
bulletKeep in mind that tax avoidance shouldn't be any investor's goal the goal ought to be maximization of post-tax wealth.  It may sometimes make sense, therefore, to invest in an imperfectly tax efficient vehicle if it is better, on an after-tax basis, than any other similar vehicles available.
 
bulletSome countries largely prohibit their residents from investing in overseas-domiciled investment funds (e.g., US, Canada). 
 
bulletResidents of some countries may have local investing options available which might be competitive with, or superior to, some or all offshore funds (these countries include, but are not limited to: Australia, Canada, Ireland, UK, US).
 

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This web page contains the current opinions of Eric E. Haas at the time it is writtenand such opinions are subject to change without notice.  This web page is intended to serve two purposes:

bulletTo educate the public; and
bulletTo provide disclosure of Mr. Haas' opinions to prospective clients.  We believe that prospective clients are well-served by being made aware of what they are buyingand what they are buying is advice that is based on these opinions.

We believe the information provided here to be useful and accurate at the time it is written.  Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. 

No investor should invest solely on the basis of information listed here.  Before investing, it is important to consult each prospective investment's prospectus and consider both its risk/return characteristics and its effect on your overall portfolio.

This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice.  Where specific advice is necessary or appropriate, Altruist recommends consultation with a qualified tax adviser, CPA, financial planner, or investment adviser.  If you would like to discuss the rationale or support for any particular idea expressed on this web page, feel free to contact us.

 

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