• Wealth and Investment Management for Individuals and Pension Plans.


OakTree Investment Advisors is proud to have been able to help support many charities over the years including the fine organizations listed here:

Charities Supported in 2021

Greater Pittsburgh Food Bank

CITY MISSION “Hope for the Homeless”

Animal Friends

EVOLVE Coaching


Hello Bully

Pittsburgh OPERA

KEEN – Greater DC area

Knoch Knights Legacies Foundation

Trout Unlimited

Sheldrick Wildlife Trust

Reading Ready Pittsburgh

Dolphins Challenge Cancer

Marine Corp Scholarship Foundation

The ARC of Butler

Karns City Hardball

Ducks Unlimited

Tunnel to Towers Foundation

Jean B Purvis Health Center

Pittsburgh Society of Illustrators

Sage "Advocacy & Services for LGBT Elders"

Women’s Center & Shelter of Greater Pittsburgh

Amen Corner - Senator John Heinz Law Enforcement Awards

Project Healing Waters

Prevention Point Pittsburgh