is one of these few visionaries.
Over the last four years, he
has shown me that Costa Rica might become a regional financial center after all, thanks only to the efforts of professionals like him.
Scotts' qualifications are those that any serious investor must require before talking to a person who calls himself a financial advisor.
For many years Scott was a Registered Representative in New York in the U.S., having passed all qualifying securities examinations (Series 7, Series 63 and Series 3).
He is the President of Consultores Britanicos S.A. in Costa Rica, a foreign affiliate of a registered broker/dealer in the USA, licensed to open securities trading accounts on behalf of clients.
Through this formal structure, typical in developed markets, money invested by Costa Rican
investors is held by a New York Stock Exchange member firm (NYSE) and, clients enjoy unlimited protection including US$500K SIPC insurance coverage to protect your assets.
If anything were to happen to the brokerage company or the NYSE firm that holds the client assets, you would be assured to get the value of your investments because of this coverage.
also can show his
investment clients how to invest in more sophisticated hedge fund type investments.
has been quoted in numerous magazines and his
views are highly respected by other specialists in the field.
This book includes some of his
views regarding investing offshore in various securities but especially offshore mutual funds, ideal investment tools for international investors, as well as an in depth overview of relevant concepts such as investment strategies, diversification, dollar cost averaging, time spans, risk-rewards, benefits of investing in stocks over the long term and other must-know concepts for every serious investor.
In short, Scott
teaches us that the only way of profiting from securities is to follow a disciplined, professional investment methodology, understanding the real risks and rewards of each type of investment, and accommodating such to the specific objectives and risk aversion preferences of each investor.
I truly appreciate these concepts from a professional, theoretical standpoint as well as from my own personal investment experience with Scott
as my international investment advisor.
In our year-end portfolio evaluation meeting in January 2004, I was very pleased to see that every single investment fund recommended by Scott
that is presently held in our family's globally diversified investment account has increased dramatically.
And in general I have been very pleased with our relationship and hope to maintain Scott
, both as a financial advisor and as a friend, for years to come.
In the past, Scott
and I have shared multiple projects, including trying to establish formal qualification requirements for financial representatives in Costa Rica and drastically increasing the sophistication of Costa Rican
I know his
strong will and determination, together with his
excellent training and qualifications, will make a big contribution towards our common goal of helping Costa Rica become a first class regional financial center.