• Wealth and Investment Management for Individuals and Pension Plans.

Technical Analysis

OakTree Investment Advisors incorporates a four-part analytical approach in our buying and selling process. Successfully integrating fundamental, technical, risk, and macro analyses provides an optimal comprehensive strategy to meet or exceed investment objectives.


  • We track trading volume of 10,000-share blocks to determine if institutions are buying or selling.
  • We study the 50-day and 200-day trend lines to find optimal entry points.
  • We watch the "up-down" ratios looking for higher volume on "up" days.