financial planning
Investment Planning

At Oak Tree we create personalized investment portfolios after carefully listening to you to establish your financial needs, objectives, tax position and timeframes. Most importantly is our detailed risk-profiling process resulting in establishing your investment attitude to risk profile. The subsequent investment portfolio implemented is matched to your risk tolerance.

Our investment portfolios are designed to provide reliable performance over different economic and market environments by broadly diversifying the investment assets, sectors, regions and managers held within. This is called the strategic asset allocation, which is the art of assigning your capital to different investments that complement each other and allow you to get the most out of the potential returns on offer.

Our portfolios are constantly rebalanced to maintain the strategy agreed and implemented, along with regular client reviews.

We take pride in spending quality time with our clients in face-to-face meetings explaining in-depth our investment philosophy and your own detailed investment strategy report.