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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.

5 Smart Investing Principles

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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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