Strategic Portfolio Design + The Widow's Trust

Sophisticated Private Portfolio Review for Accredited Investors

The premise for all Market investing lies in evaluating current liquidity 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  Yet, when liquidity is withdrawn (2000, 2008 & 2022) Markets decline.  

Portfolio construction and risk assessment is crucial to achieving above index average returns or "alpha" .  OCM has designed a portfolio construction model that allows you to take advantage of changing liquidity conditions.

If you currently hold a portfolio of $2MM or more, this can be of significant value to reducing risk and preventing catastrophic loss.

As a former Registered Investment Advisor since 1995, we are very familiar with the fundamental, technical, option, Futures, commodity and earth metal trading/investing. 

Most investors under $25MM but over $2MM are typically served by the national wealth management firms who offer standard portfolio models and periodic rebalancing.  A portfolio design that only makes sense in a perpetual bull market.  

Today, that perpetual bull is out to pasture.  The next 10 years will be nothing like the last 10.  Has your broker/wealth manager alerted you to significant changes needed in your portfolio design or allocation to prevent catastrophic loss?  

We offer a free initial consultation.  contact us here to fid out more:  trobertson@whyoasis.com

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Widow's Trust Final Planning & Instruction Manual

OCM has designed a convenient instruction report The Widow's Trust that provides a final instruction manual for individual and/or joint clients.  This booklet provides identification, medical contacts, personal contacts, financial records, explicit funeral plans and personal messages to remaining loved ones who are typically unprepared to easily and fully complete the tasks of arranging the final plans and wishes.  You'll feel secure after completing the Widow's Trust document that all matters will be handle properly and without conflict or confusion. 

The find out more about OCM's Portfolio Planning or The Widow's Trust,

call us Toll Free at 1-888-321-0775 Ext 125 or message trobertson@whyoasis.com to arrange a brief Zoom call.