Our clients enjoy personal attention to their accounts, quick response to service or maintenance issues, and one-on-one meetings with their investment advisor.
We help our clients invest their hard-earned money in ways that provide them with safety and security, as well as reasonable returns. We take the time to understand a client’s risk tolerance, life situation, and investment objectives in order to best serve their needs, whether that’s buying a second home, downsizing as empty nesters, withdrawing for a child’s education, or saving for retirement. We ensure that each investment in a client portfolio is suitable per their risk tolerance and investment objectives.
Fiduciary responsibility is the responsibility to manage property for the benefit of the client and to always put the client’s interest first. Brokers typically do not provide fiduciary responsibility The broker typically has no such responsibility (unless he has taken de facto control of your account or has accepted the responsibility) and can be motivated largely by generating commissions paid to them by creating a high-number of transactions in your account. OakTree Investment Advisors is legally obligated to provide this fiduciary responsibility by acting in a professional capacity of trust and exercising discretionary authority over assets.