Investment Strategies
Investment Strategies
At OakTree Investment Advisors, we believe in building wealth that lasts. The Legacy Portfolio, first introduced in 2013, is our proprietary investment strategy designed to provide broad equity exposure at a low cost. Focused on 20-30 U.S. companies with strong dividends and resilient business models, this portfolio is built to weather market fluctuations and create a lasting financial legacy. Rebalanced every two years, it ensures a disciplined approach to long-term growth. Additionally, we incorporate the expertise of Zacks Asset Management, leveraging over 40 years of research-driven investment strategies to optimize returns and minimize risk.
The Legacy Portfolio
The Legacy Portfolio is an OakTree Investment Advisors proprietary portfolio that allows us to provide broad equity investment at a low cost to clients.
First developed and offered in 2013, The Legacy Portfolio focuses on investment in 20-30 U.S. based companies that have a history of paying dividends, providing good return on investment, and showing a business moat that allows them to weather systemic downturns in the market. The portfolio itself is rebalanced every two years to allow profit taking from winning positions and shoring up of losing positions at a lower average cost basis.
The goal behind the portfolio is to provide stable equity returns that can survive market fluctuations with a time horizon of 20 years or more – thus creating a Legacy for you and your descendants.
The Legacy Portfolio
Zacks Asset Management
We are proud to incorporate investment solutions from Zacks Asset Management, a firm with over 40 years of research-driven experience in financial markets.
Zacks uses a disciplined, data-driven approach to reduce risk and improve long-term returns. Their investment process is backed by proprietary earnings estimate revisions research, which has been consistently proven effective over time. With accolades and awards including Manager of the Decade by PSN for two consecutive decades, a proven investment track record with five strategies in the top decile in performance ranking, and backed by Zacks Investment Research, one of the “big three” research and data distribution companies in the US, the Zacks Asset Management investment strategies provide private investors the sophistication previously only available to institutions.
Investment Strategies Offered by Zacks:
• SMA Model – Blends asset allocations combining individual Separately Managed Accounts (SMAs) for tailored investment strategies.
• Custom SMAs – Personalized investment plans based on tax considerations, performance objectives, and risk preferences.
For high-net-worth clients, Zacks offers Custom Asset Management, providing fully personalized investment strategies designed to optimize tax efficiency, risk management, and portfolio protection.
Zacks Fact Sheets
Zacks Dean’s List 03.31.2025 (RIA)
Focus Growth Strategy Factsheet Q1 2025
Small Cap Equity Strategy Factsheet Q1 2025
All Cap Core Strategy Factsheet Q1 2025
Mid Cap Core Strategy Factsheet Q1 2025
Dividend Strategy Factsheet Q1 2025
