oaktree & associates
Having a portfolio of financial products working together effectively is necessary. In music, sometimes just adding a shaker moves the song along. Adding a cello can add a richness that the guitar could not bring on it's own.
Having a professionally managed diversified
global portfolio can add a smile and evoke
the same emotion as musical instruments,
working together in harmony.
Do you have the right instruments?
Just as strings need to be changed - so to a portfolio need to be adjusted. This is our job. Just because something has worked in the past does not mean it will sound as crisp in the future. We call this asset allocation.
Do you have the right strings?
Spending the time to ensure your financial portfolio is in tune is key to success. Just as a musician adjusts the tuning pegs of a guitar, so a managed portfolio is adjusted to ensure top performance...no matter what the environment.
Is your instrument in tune?
How is your "GAIN" set?
Managing risk. Turn the dial to what you want amplified?
On every electric guitar there is a "gain knob." Sometimes it is set for 3...and sometimes for 10, it just depends on what you are playing. Having an understanding of where you are invested is key to managing expectations of future gains.
Every musician has an instrument that is aligned to
their style of play; rock, classical, country, dance or jazz. Each kind of instrument has its own tone and sound. It's important to know what instrument works with each style. It the same with finances and investing. We want to work with you
to complement your style. Our goal is to ensure
you feel comfortable with the right advisor
and implementing the right plan.
Hey...not everyone can
listen to country.