Vision
 RIO’s vision lies within the pursuit of Real Investment Opportunities which are unique and distinctive in an ever competitive world.
 
Our investment portfolio aims to exceed the expectations for our clients through extensive research. We monitor and evaluate worldwide events which could affect the various markets and developing investment strategies based thereon. Careful risk management through monitoring and analytical techniques intended to make risk management more rational and effective.
 
Mission
 Reliable Investment Opportunities must deliver a sound Return On Investment though the pursuit of excellence in creativity, innovation and the highest levels of integrity.
 
We believe in behavioral value based on respect, trust and strong professional leadership whatever the personal priorities our clients may have in business or family.
 
News
 Our 10th anniversary issue of The RIO Club newsletter has gone to print.
This is 60 page issue and is aptly titled ‘Past, Present and Future’ is in full colour which will be sent out in September 2005. 

When it comes to investing and building a nest egg for the future, many people procrastinate.

They may feel they do not have the knowledge required to invest wisely. Or they may fear making a mistake and losing what money they have. That procrastination, however, is the biggest mistake they can make. Considering the uncertain future of the Social Security system in Europe, the USA and the UK, we may all be totally responsible for our own financial futures with no help from the government. It used to be that when we retired we had just a few years left to live. That is not the case anymore. In this era of constant medical advances our retirements can now stretch to 20 years or more! Without having a substantial retirement fund, we may have to live those years extremely frugally or choose to continue working well beyond the age of 65. But there is no reason why we should not be able to stop working or why our lifestyles should have to be diminished when we retire. The key is to plan ahead. That means it is imperative to begin investing immediately if we want to maintain a comfortable lifestyle in our retirement years.

In fact, when it comes to risk, not attempting to invest your money may be the riskiest choice you can make. Therefore, many take the easy way out and put their money in certificates of deposit or money market accounts because they are simple and safe. However, when the deteriorating effects of inflation and the rising cost of living are factored in, these low interest rate investments actually reduce our future spending power. The RIO club's fund manager has consistently out performed the S&P 500 average return.

With returns like that where do you want to have your money in the future? By joining the investment club you can eliminate the fear and intimidation that so often accompanies learning the extremely important skill of investing. Typically, most new investment club members have neither the time nor the skill required and have little or no investment experience at all, so everyone learns together. Once the members see their money at work, they become fairly avid investors. An interesting fact is that only 2 out of 10 new investment club members own a personal investment portfolio. After five years of Club membership, 9 out of 10 members have started their own personal portfolios.

The primary reason for our popularity and phenomenal growth is that The RIO Club creates a safe environment where members can learn how to invest and become comfortable with investing without being intimidated by investment brokers.

The RIO Club Members know that they need to start investing their money to ensure a financially secure future and we are committed to helping them achieve that.


 

Enjoying political and economic stability and with a sound reputation as one of the world’s premier offshore financial centres, the Island is an excellent choice of location for investment management, trust and banking services.

For over a millennium, the Island has enjoyed unbroken Parliamentary rule in stark contrast to the turmoil that has afflicted many corners of the world. Tynwald is reputed to be the oldest continuous Parliament in the world and on that basis can boast an almost unrivalled claim of political continuity.
Qualities of stability and security are evident throughout Manx cultural heritage and remain recognizable today.

Geography and Constitution
The Island occupies an enviable position both geographically and constitutionally. Located in the centre of the Irish Sea, it is situated at the very heart of the British Isles. By virtue of its constitutional status, however, it has always remained outside the United Kingdom.

Offshore Financial Centre

The Isle of Man has firmly established itself as one of the leading offshore financial centres of the world.

Security and Protection

For the protection of investors, the Island has developed an effective regulatory regime under the auspices of the Financial Supervision Commission.

The Island was the first to receive “designated territory status” under the UK Financial Services Act, granted only to those jurisdictions deemed to provide a degree of protection and regulation comparable to that applicable in the United Kingdom. Investors can therefore be rest assured that their affairs will be conducted in a well regulated and responsible manner – a vital source of reassurance and security to many clients who may live far a field and have little or no previous experience of the Isle of Man.

   



If you would like one of our advisors to call you to discuss investment opportunities, just ask.



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