With Oracle’s traditional consulting services, we work with our institutional clients’ staff, committees and boards on all aspects of their investment programs.  Our consulting process includes all of the work necessary

For clients interested in placing more focus on policy and less on micromanaging each policy implementation decision, Oracle’s Outsourced Chief Investment Officer, or OCIO, service may be the right choice for your organization.

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

For clients that choose Oracle for traditional or discretionary consulting and have challenges with reporting across multiple local, regional and/or national custodians or investment advisors, Oracle can help. <