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Investment Management

We know helping you reach your goals is bigger than just focusing on stocks and the markets. It’s about understanding your priorities.

What matters to you most?

Through straightforward, relevant conversation and a process that combines your goals with your attitudes toward risk; we will design a comprehensive investment strategy around what really matters to you.

Whether you are looking to grow your portfolio, save for college tuition, pay less in taxes or create additional sources of income later in life, Oaktree Advisors can help you find the right solutions.

We have a number of account options and services designed to help you achieve your financial goals. Contact us to find out how we can serve you.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
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Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

610-882-5670