Value Added Services

Tax Preparation for Individuals

The tax group at Oracle can provide individual income tax return preparation which our clients are required to file.  We are able to integrate information gathered through the financial planning process with the tax data of our clients.  This reduces the likelihood of errors in tax returns and enhances the quality of the tax advice we give as part of the client’s overall financial plan.

Consolidated Performance Reporting

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 clients

Oracle’s performance reporting process is designed to be comprehensive, detailed and includes data beyond basic performance information. We show performance on an internal rate of return (IRR) basis and on a time-weighted return (TWR) basis. We show performance at the total-portfolio level, asset-class level and on a manager-by-manager basis versus reference points. Our performance reports also include a feature that allows you to know if your portfolio’s asset classes are in balance.  You will see your current allocation to each asset class versus your allocation model targets side by side.

For individuals who choose Oracle’s investment management services and utilize one or more additional investment advisor(s), it can be difficult to consolidate your holdings, overall asset allocation, and performance information.  When you work with more than one advisor, you risk having a portfolio with overlapping investments. While you may have sought diversification of your investments, you may have simply received diversification of your advisors. If this is the case, Oracle’s data aggregation and performance reporting service may provide a benefit.  We have over 10 years of experience with data aggregation and can pull data from your other advisors to provide you with a total picture of your investments.

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