Philosophy

Oracle’s investment philosophy is rooted in strategic asset allocation combined with a strict rebalancing policy and a rigorous monitoring and follows up.  We advise our clients on the use of third-party investments.  We do not utilize any proprietary products.  At Oracle, we believe that a sound asset allocation strategy is fundamental to successful investment performance, so we review the allocation of your existing portfolio(s) to explore your actual (as opposed to theoretical) investment strategy and risk exposure.

An additional aspect of our philosophy dictates that we do not engage in market timing and we believe that there are no reliable methods to predict market trends.

Once a new client’s objectives and risk tolerance have been determined, we craft what we believe is an appropriate asset allocation and implementation strategy, which will include specific investment fund recommendations.