Who We Are

The dictionary defines an "oasis" as a fertile area in a wasteland(desert) made so by the presence of water/liquidity to deliver an existence of refuge, peace, tranquility or relief as a pleasant contrast.

We designed Oasis/A.I. products & services to be that refuge, the link of advanced technology and 25+ years' experience to disrupt the traditional financial industry confusion and often contradictive advice on managing significant wealth.  The fact of the matter is that when it comes to finances, investing and data security, no one knows what tomorrow will bring. We believe when real-world experience meets the latest A.I. analytic technology, smarter decisions await.

Contact us to discover a no obligation look at how our innovative solutions that are tailored to advance and protect your family wealth.  Call me at 1-888-321-0775 or message me at trobertson@oasisai.pro.  

After 25 years of serving high net worth families, business owners, medical professionals, retirees and now newly divorcees, you will value in our 20-minute coffee break.  

E.D.R. - Your Emergency Data Recovery File System (Formerly The Widow's Trust)

E.D.R. is our primary personal & small business service.  This pre-Emergency Data Recovery System provides clients with a fully secure, easy to access, encrypted, digital data file & detailed instructional manual for future care givers or heirs.   Your E.D.R. File System begins with three highly confidential meetings resulting in an inclusive recording of your personal data and history that includes, formal IDs and family contact information, a comprehensive listing of your personal assets & business interests, including bank, credit cards, investment, real estate and treasured holdings.  It includes up-to-date medical history and professional care contacts.  It also addresses critical access to electronic devices, including passwords and emails.  In conclusion is provides detailed final internment planning instructions for your heirs and much more. To receive a no obligation peek at an E.D.R. Report contact Tom Robertson at trobertson@wasisiai.pro.  

OCM's A.I. Analytics & Portfolio Design offers an initial, no cost discussion of the current risks to your equity portfolio.  Think of it as an MRI of your investment program.  If proven concerning, we conduct of comprehensive risk management analysis report for each asset holding.  

Don't wait until a Market Crash to discover your exposure to excessive Market risk.  In the current environment, it pays to be paranoid.

OCM's Family Office Services provides the structure for new-found wealth from the sale of a business entity or recent divorce.  Often in this position, clients feel an urgency to distribute assets from the proceeds of the sale or awards from the settlement.  We suggest there is no rush to designing investing plans, however you must correctly construct the foundation to properly handle future expenditures 

OCM began operations in August of 2008, just before the Great Financial Crisis of 2008, as a general Registered Investment Advisory firm, Tier 2 Option Trading Specialists and portfolio manager for high net worth/accredited investor families, as well as medical professionals, small business owners and retirees. 

In 2023, OCM de-registered from public service offerings, but remains active with a much smaller group of private clients while developing new, innovative, disruptive non-investment services like E.D.R. - Wilmington and our A.I. Portfolio Analytics & Design Product.  We are no longer accepting general investment portfolio management clients.  

Oasis Capital Management LLC, d/b/a, Oasis/A.I. Financial Asst Analytics and Design is located in the Wrightsville Beach/Wilmington Area of North Carolina since 2020, after serving clients for over 26 years in the DC & Philadelphia Metropolitan Areas.

Tom Robertson - Private Portfolio Manager (Ret.)

Tom began his career at LPL Financial (Linsco/Private Ledger) in 1994, selling 401(K) plans and pre-packaged portfolio management services to small business, medical professionals and wealthy families in the Northern Virginia/DC Metro Area.

Tom held the Series 7 General Securities & Series 63 Licenses from 1994 -2006 and the Series 65 Uniform Investment Adviser Law/Investment Advisor License from 1997 -to- present. (FINRA # 217738), providing daily active trading from 2003.  

Tom served as a member of The Business Bank of Northern VA Advisory Board and as a benefit advisor to private non-profit groups including The Children's Inn at NIH. 

Tom now resides and maintains an active, sporting lifestyle in the Wrightsville Beach/ Wilmington Area with his wife Catherine.  They have 4 wonderful adult children with precious growing families and is active in their Church, St. Therese & Community.