Offshore


About Offshore

Offshore is our international equity strategy focused on large-cap companies operating outside the U.S., with targeted exposure to high-growth regions like Latin America and China. Our team conducts deep, fundamental research in an effort to identify resilient, globally-minded businesses, with the goal of outperforming international equity markets over a 3–5 year time horizon. You can think of it as Flagship, but focused on companies that conduct a significant portion of their business internationally.


Key Facts

  1. Asset Class: Stocks 
  2. Advisory Fees: 0.20%
  3. Strategy Expenses: 0.03%
  4. Inception Date: April 6, 2021
  5. Minimum Investment (non-retirement): $100
  6. Withdrawal Interval: Daily
  7. Tax Reporting: 1099-DIV

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2. This strategy has an advisory fee of 0.20% on assets under management, which is in addition to the $25 monthly client fee.