The Widow's TRUST

 The Widow's Trust Final Planning & Instruction Manual

After working with numerous clients with regard to the proper transfer of assets, OCM has designed the convenient Widow's Trust Instructional Manual.  This is a detailed, comprehensive document that assembles all critical personal data to help your family and/or business associates follow your specific plans at and after death.

This is not a substitute for a Will or Estate Plan but provides more detailed accounting of personal data, financial assets, health care, a list of current service professionals, as well as explicit funeral directives and personal message to surviving loved ones who are typically unprepared to easily and comfortably complete your preferred wishes.

Don't wait for a medical emergency to put your plans in order.  Completing the Widow's Trust relieves you of any concerns that ALL matters will be handle properly and without conflict or confusion.  You owe it to your family to share your thoughtful wishes and assist them in complete difficult tasks during an very emotional period.

To find out more, message trobertson@whyoasis.com to arrange a brief telephone discussion, brief personal meeting or Zoom call.  Also if you prefer, call us Toll Free at 888-321-0775, Ext 125.

                                  ______________________________

PRIVATE INVESTMENT PORTFOLIO RISK ANLAYSIS & SELECTION REVIEW

Most investors under $25MM but over $2MM are typically served by the national wealth management firms who offer standard portfolio models with unimaginative periodic rebalancing. This type of portfolio design only makes sense in perpetual bull markets.  Today, that perpetual bull is out to pasture.  The next 10 years will be nothing like the last 10. 

The premise for all Market investing lies in evaluating liquidity & risk conditions.  As witnessed over the past 22 years, when large volumes of credit liquidity is made available the economy & markets flourish.  Yet, when liquidity is withdrawn (2000, 2008 & 2022) Markets decline.  

The current market scenario is not designed for index investing.  If you've spent the last 10 years accumulating gains, you must protect those gains NOW!

Pro-Active vs. Re-active

Don't wait for a major market draw down to assess your portfolio construction and risk management. 

As a former Registered Investment Advisor (since 1997), we are very familiar with the fundamental, technical, option, Futures, commodity and earth metal trading/investing.  This is not a generic, computer program that spits-out uninformative verbiage that promotes alternative investment products.

If your broker/wealth manager has not alerted you to significant changes needed in your portfolio design or allocation to prevent the next catastrophic loss, "I advise you to panic"( Hugh Hendry - Eclectica Assest management). 

To glean an understanding of what OCM's Portfolio Analysis can do for you, please contact Tom Robertson to arrange a brief, no cost, initial consultation.   

Contact:  trobertson@whyoasis.com  or Toll Free: 1-888-231-0775 Ext.125