Retirement Plan Services

Oracle has a solution for executive’s retirement plans including financial and tax plans and other types of plans.  Oracle’s retirement plan services group will work directly to help you design your Investment Policy Statement (IPS) and asset allocation model(s) and select and monitor your investment options.  We can work with you on a discretionary (OCIO consulting) or non-discretionary (traditional consulting) basis.

For over 35 years, Oracle has worked with wealthy private clients and investors to craft detailed investment asset allocations for multiple types of investors with different time horizons and levels of risk tolerance.  Oracle is now committed to applying its asset allocation modeling and manager research processes for all clients.

Oracle is a full-service investment consulting firm with broad resources and capabilities.  We have designed multiple services and service models to meet the differing needs and requirements of our institutional clients.

Click below to request more information about Oracle Capital investment management services.

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