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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.

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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Global vs. International:  What’s the Difference?

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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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