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Our Value

At Assante Oaktree & Associates, our goal is to see that our clients are “extremely well taken care of.” This ensures our way of thinking and directly influences the way we deliver advice to our clients.


Understanding You

Our first goal is to understand YOU. 
At Assante Oaktree & Associates, we're good listeners and we truly want to understand your goals, concerns, and expectations. 
Managing your wealth extends far beyond just managing your investments.

What are you paying?

When most people think of costs associated with financial management, the first thing that usually comes to mind is "How much will this cost me". It’s a good question to ask and one we are more than happy to answer. In short, it varies depending on the level of planning and it’s probably not as high as you think. At Assante Oaktree & Associates, most likely your plan will include aspects of your wealth planning, tax planning, insurance planning, estate planning and risk management.

When to take risk?

In a perfect world, we would be able to earn incredible investment returns without taking any risks. As I’m sure you know, this typically isn’t possible and no one has a crystal ball. A more realistic approach is to build an international and globally balanced portfolio that meets your goals and expectations, which in turn reduces overall risk to your investments. And, upon advise from your advisor, you may add some specific or specialized products to your portfolio from time to time without impacting your overall objectives and comfort zones.

Stay the course

When initially creating and implementing your investment strategy, we may be tempted to review performance of the portfolio in a short term manner. The market is going to do what the market is going to do, and the portfolio may not perform well in the short-term in some cases. Bear in mind that the portfolio is designed to achieve your desired long-term returns. Take the emotion out of the equation and stick to your plan, 2020 has been a good example of this. 

Timing rarely work, diversification does

A key factor in your long-term portfolio performance will likely be a attributable to the asset mix decision. Picking the right stock at the right time, or picking the next hot fund manager is not a path to investment success. In fact it has been shown that these behaviors in many instances will actually reduce your overall rate of return.

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