Overview

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.

Since 2000, we have grown our business to include investment consulting for institutions, including foundations and retirement plans. Our services for institutions are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis.

Our business was founded on the principle that our clients deserve straightforward, independent advice, offered by highly experienced, trusted advisors who are uninfluenced by the conflicts presented when a firm offers proprietary products. As a boutique investment advisory firm, we provide our clients with advice based on sound, time-tested principles and with the data they need to make sound financial decisions. Our private client and institutional practices are relationship based – backed by our highly experienced staff who are dedicated to providing each client with extraordinary service and attention.

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