Who We Are

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

We designed Oasis Capital Management LLC (OCM) as a refuge from traditional financial industry confusion.  The fact of the matter is that when it comes to finances & investing, no one knows what tomorrow will deliver.  Too many financial professionals profess to understand markets and use a static approach to planning.  Whether it's investing or risk analysis everyone's situation is different.  All the research, charts and economic commentary in the World cannot predict a totally random environment.  Our advice? Be curious but more importantly be cautious.  If you know nothing about global reserve currency capital flows, you're just gambling. 

The Widow's Trust

The Widow's Trust is a stand-alone personal service that does not involve portfolio management.  This fully secure, easy to access, digital personal data profile & instructional manual report involves a confidential consultation and recording of your complete personal data that includes, contact information, a comprehensive listing of your personal assets & business interests and much more.  The Widow's Trust document contains healthcare and insurance information, and perhaps most importantly, your personal selection and requests for your final service planning.  To receive a no obligation peek at The Widow's Trust contact Tom Robertson at trobertson@whyoasis.com.  

OCM's Portfolio Analysis & Design

OCM's Portfolio Analysis and Design Service offer an initial, no cost review and discussion of the current risks to your equity portfolio.  Think of it as an MRI of your investment portfolio.  If proven concerning, we conduct of comprehensive risk management analysis report for each holding.  Don't wait until it's too late to discover the extent of your portfolio risk.  In the current environment, it pays to be paranoid.

OCM began operations in August of 2008 as a general registered investment advisory firm, Tier 2 Option Trading Specialists and portfolio manager for accredited investors and their families.  

In 2023, OCM de-registered (FINRA) working specifically with a smaller group of private clients while developing two new, non-investment management services, The Widow's Trust and OCM's Portfolio Analysis & Desing.  We no longer accept new investment management clients.  

Oasis Capital Management LLC is located in the Wrightsville Beach/Wilmington Area of North Carolina since 2020. 

Tom Robertson - Managing Partner 

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).

Tom served as a member of The Business Bank of Northern VA Advisory Board and as an 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.