Your Trusted Partner in Growing and Protecting Your Wealth
OakTree Investment Advisors was founded in 2000 by Ronald E. Heakins with a clear mission: to help individuals, businesses, pension plans, and non-profits build and protect their wealth through personalized investment management.
We believe investing should be simple, transparent, and tailored to your life goals—not driven by commissions or unnecessary fees. Our clients receive personalized attention, clear communication, and thoughtful investment strategies that prioritize long-term security and growth.
We take the time to understand your financial situation, risk tolerance, and investment objectives to create a strategy that aligns with your needs. Your hard-earned money deserves careful stewardship, and we’re here to ensure that every investment choice reflects your goals.
A Unique Perspective on Wealth Management
With decades of experience, the experts at OakTree have not only managed portfolios but have also worked as testifying experts in securities and trust litigation cases, having been retained in over 600 cases. This experience has given us unique insight into how financial mismanagement occurs and how to avoid it.
We’ve also partnered with the Investor Rights Clinics at the Law Schools of the University of Miami, Fordham and St. John’s in NYC, reinforcing our commitment to ethical and effective investing.
A common issue we have seen is the promotion of high-cost, high-risk packaged products by Wall Street firms—often without full transparency. Our philosophy is different. We believe in keeping things simple and fees low, ensuring that every dollar you invest works for you.
You can schedule a free risk and cost analysis to help you protect your savings and your family’s financial legacy today.
Why Choose OakTree Investment Advisors?
We operate differently than traditional brokers. Our income is based on the value of your portfolio, not on commission-driven transactions. That means our goals are fully aligned with yours—we succeed when you succeed.
What is a Registered Investment Advisor?
As a Registered Investment Advisor (RIA), we are legally required to act in your best interest. Unlike traditional brokers, we don’t earn commissions from transactions, which means:
• No hidden fees or conflicts of interest
• Lower costs compared to large firms
• A long-term partnership focused on your success
Why is Fiduciary Responsibility Important?
Brokers are often motivated by commissions, meaning they may push investments that benefit them more than you. At OakTree, we are fiduciaries, which means we are legally bound to put your financial well-being first.