Investment Management Services
OFA is in the business of managing individually tailored investment portfolios. Our firm provides continuous advice to a client regarding the investment of your funds based on your individual needs. Through personal discussions in which goals and objectives based on your particular circumstances are established, we develop a personal investment policy or an investment plan with an asset allocation target and create and manage a portfolio based on that policy and allocation target.
During our data-gathering process, we determine your individual objectives, time horizons, risk tolerance, and liquidity needs. We may also review and discuss your prior investment history, as well as family composition and background.
Account supervision is guided by your stated objectives (e.g., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors.
To see if Wealth Management services are right for you, schedule a Get Acquainted meeting.
OFA is in the business of managing individually tailored investment portfolios. Our firm provides continuous advice to a client regarding the investment of your funds based on your individual needs. Through personal discussions in which goals and objectives based on your particular circumstances are established, we develop a personal investment policy or an investment plan with an asset allocation target and create and manage a portfolio based on that policy and allocation target.
During our data-gathering process, we determine your individual objectives, time horizons, risk tolerance, and liquidity needs. We may also review and discuss your prior investment history, as well as family composition and background.
Account supervision is guided by your stated objectives (e.g., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors.
To see if Wealth Management services are right for you, schedule a Get Acquainted meeting.
All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful.