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About Us

Thank you for considering Oracle.

Oracle was founded in 2000 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice. Oracle also provides financial planning to senior corporate executives at companies

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Our Services

Private Clients

Oracel capital provides comprehensive investment management, financial planning, charitable planning and tax preparation for private individuals, corporate executives and wealthy families.


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Institutions

Oracel capital provides investment consulting for institutions, including foundations, endowments, corporate funds and retirement plans.


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