Investment Management

At Oracle, we understand that it takes time to get to know a client well enough to determine the appropriate steps toward meeting their unique financial goals. If you do not wish to entrust your hard-earned savings to a small firm with limited resources and experience but you are also uncomfortable with being just one of thousands of clients of a large institution, then Oracle may be ideally suited to your needs.

When you become a client, we begin with you, not with your assets.

Oracle has the services and capabilities of a larger company combined with the atmosphere and personal touch of a boutique firm.  When you become a Oracle Client, your advisor will take you through a thoughtful process that begins with an assessment of your unique goals.

The Oracle Process

Step 1: Data Gathering

We spend time getting to know you and learning about your financial situation through gathering data.  Our approach is interactive and thorough and does not rely on standard questionnaires or checklists.

Step 2: Preliminary Report

Our first report contains analyses and summaries of data gathered from you on a broad range of planning issues and topics.  Your review of the initial report allows you an opportunity to ensure that Oracle’s understanding of your situation and goals mirrors your actual situation and goals.

Step 3: Plan Development

Each plan is custom designed by a diverse team that provides the full breadth of Oracle’s resources and experience. The ideas generated in the design process form the basis of the financial plan.

Step 4: Implementation

We believe the real value of our planning process lies in taking action and executing the recommendations contained in your plan.  We assist with all implementation that does not require legal counsel.

Step 5: Monitoring and Support

We continuously monitor your financial plan and make adjustments as your circumstances or objectives change.

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