CRD: 169513
Beyond Borders Investment Strategies, LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-06-2014
- Office Locations
- 1
Office Locations
About Beyond Borders Investment Strategies, LLC
Beyond Borders Investment Strategies (BBIS) is a Boston-area boutique investment manager running globally diversified, country-rotational equity portfolios built with single-country ETFs across developed, emerging, and frontier markets. The firm targets valuation-driven mean reversion, informed by macro, political, and regulatory risk analysis, with diversification limits of ~10% per country. Designed for institutional and qualified investors with 3+ year horizons.
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Owner & Executives
VITALY VEKSLER
Chief Executive Officer, PORTFOLIO MANAGER
- CRD
- #4568214
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $482,568 | -- |
| Non-Discretionary | $0 | -- |
| Total | $482,568 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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