Oasis/A.I. Service Programs

Assembles & Secures All Critical Personal Data into One Portable Encrypted Digital File. A must for those who have not taken a recent inventory of assets, legal files, tax statements, ownership documents, artwork & collectables, health history & insurances coverages, as well as private password access to electronic devices and email.  Purchase the starter system alone or the full service - where we do all the work!

Secures Critical Business Entity Data in One Easy to Access, Totally Portable, Encrypted Digital File. A must for small businesses that do not have a SecOps (Security Operations) Plan in place.  Our proprietary, comprehensive data report provides the format to capture and assemble your most important data.  Purchase the starter system alone or the full service - where we do all the work!

Provides a Complete Diagnostic Analysis of your entire financial assets' portfolio based on liquidity needs, asset mix, risk/return probabilities, matched by the Relative Strength Position and Projected Probability Performance Rank of each asset.  Strategies include the introduction of hedging, options, commodities, physical assets, all to enhance security, income & growth of your invested assets.  For Investors with portfolios of $1M-to-$50M. 

Provides a Portfolio Re-Design that meets your specific preference for Risk, Liquidity, Beta-Hedging, Income & Growth for your Portfolio of Assets.  Your Plan is actively reviewed monthly to avail for new opportunities or changes in applicability.  Invest smarter based on your objectives.

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* - Monthly Service Plan Additional

Provides Financial Asset Structure for Newfound Wealth.   This program includes designing a solid foundation and organization structure for a comfortable living, the care of loved ones, as well as philanthropic or venture Investing.  We can also assist with designing and constructing your Family Office.

Our Pre-Divorce or Inheritance Financial Asset Design Program assures proper security and structure of awarded assets.  We take the financial uncertainty & anxiety out of starting a new life.