Altruist Financial Advisors LLC
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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:
This web page contains the current opinions of Eric E. Haas at the time it is written—and such opinions are subject to change without notice. This web page is intended to serve two purposes:
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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