investment management

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Investment Management

We offer an independent, objective approach to investing.

We have no proprietary or "in-house" products to sell.  Our clients receive advice based upon what's truly best for them and the goals they are trying to accomplish.

The professionals at Oaktree Financial Advisors will listen to better understand your financial circumstances, goals, and your risk/return comfort level.  We then formulate a diversified investment portfolio tailored to your financial goals and concerns.

The market moves through cycles.  Different types of investments move in and out of favor.  We know that trying to outguess the daily gyrations is an impossible task.  We also know that emotions should not have a role in making decisions about your investments.

We have established a systematic approach to investing.  A large body of research shows that asset allocation - the practice of dividing money among different types of investments – can benefit long-term performance and reduce your investment risk.  Through proper diversification and management of downside risk, we help our clients meet their financial goals.  We adhere to prudent investing for long-term performance using stringent investment selection criteria and rigorous investment discipline, regardless of the economic and market winds.

Managing wealth is a dynamic process and requires ongoing monitoring. Disciplined rebalancing keeps you on target. Portfolios shift with market changes, life events can change, and new factors can affect your desired level of risk. Rebalancing is critical to achieving your objectives. It controls portfolio allocation "drift," keeping you near the risk level you anticipated, and can help promote buying low and selling high.

Diversification does not assure a profit or protect against loss in declining markets, and diversification cannot guarantee that any objective or goal will be achieved. Investments are subject to risk, including the loss of principal.