The Widow's Trust - Your Complete Personal data Profile & Instruction Manual for You
The dictionary defines an "oasis" as a fertile area in a wasteland/desert made so by the presence of water. An existence of refuge, relief of pleasant contrast.
We designed Oasis Capital Management LLC (OCM) as a refuge from traditional financial industry babble. The fact of the matter is that when it comes to investing, no one knows what tomorrow will deliver. Too many investors and professionals alike, look for definitive answers in research, charts and economic commentary to address a totally random environment. Our advice? Be curious but more importantly be cautious. If you know nothing about global capital flows, you're just gambling.
The Widow's Trust
The Widow's Trust is a specialty service that does not involve portfolio management. This secure digital personal profile & instructional manual involves a confidential consultation and recording of your complete personal profile 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 secure digital document please contact Tom Robertson at trobertson@whyoasis.com.
Portfolio Analysis & Design
Our portfolio analysis and design service offer an initial, no cost 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. This report is conducted at a flat rate of $1,250. 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) to work specifically with a select group of clients and develop two new, non-investment management services, The Widow's Trust and comprehensive portfolio review and design. We are no longer accepting 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 general, 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.
Oasis Capital Management LLC - since 2008. All Rights Reserved 2024.
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