Oakbourne Advisors is an independent investment advisory firm providing custom investment strategies designed to grow and protect the wealth of our clients.
A large majority of our clients are approaching and entering retirement. Through the years, we have become experienced in dealing with the unique financial transition that all retirees must face.
The portfolio managers of Oakbourne Advisors have spent their entire careers educating and advising clients on practical investment decisions.
We manage wealth and development strategies for private individuals and families. We also have a Retirement Services division that advises Corporate Retirement Plans.
Rebalancing a portfolio is a simple and proven method to avoid drifting into an unintended investment style. Our client’s portfolios are constantly monitored and rebalanced according to the strategy they select.
In certain instances it can be beneficial to realize losses in an account. This is especially true when realizing losses may help to offset capital gains. Tax-Loss harvesting is frequently a consideration for our clients.
It is important to understand how an investment portfolio is performing in both absolute and relative terms. Oakbourne Advisors uses a sophisticated reporting program to ensure that our clients always know where they stand.
Clients of our firm can request access to the Private Client Portal. The Portal is an online environment that allows account owners to monitor their performance, see changes as they occur, and communicate with our advisors. The Portal also serves as a secure storage and messaging center for sensitive information.
The decisions made in one investment account can easily have a ripple effect throughout an entire household. When it is time to create a holistic strategy, our clients turn to us for our ability to model a wide range of circumstances, and assist in some of life’s biggest decisions.
Our investment philosophy is driven by the belief that our clients are more likely to remain committed to an investment strategy that is in harmony with their own attitudes towards risk and reward. We create detailed investor profilesfor each client, and each objective, to help guide our investment strategies.
Our loyalty belongs exclusively to our clients — not to a parent company. This independence allows us to establish working relationships with industry specific custodians, accountants, attorneys, and insurance providers whose services we leverage to create uniquely personal strategies.Learn More
Our clients have access to a suite of financial technology.
Securely share and store documents and view all of your account and performance information in one unified application.
We take a modern approach to assessing our client's tolerance for risk.
Our innovative financial planning solution helps our clients develop and implement complex financial strategies.