Oaktree?s goal is to provide high quality investment management services. Oaktree is committed to offering the highest level of service possible in order to achieve our client?s financial objectives while working within their acceptable risk parameters.
We achieve these goals by:
Maintaining a well-defined investment discipline.
* Listening to clients' needs.
* Tailoring individual portfolios.
* Developing and maintaining a close relationship with each client.
Investment Style: Large-Cap Growth & Value Blend
|Investment Types:||Options , Stocks Mutual Funds , International Investments , Bond Mutual Funds , Stocks , Bonds|
|Assets Managed by Firm:||Yes|
|Compensation & Fees|
|Fee % Based on Assets:||1|
|Additional Details on Charges:||
1.5% on 1st $1,000,000
1.25% on $1,000,001 to $2,000,000
1.10% on $2,000,001 to $3,000,000
.85% on $3,000,001 to $5,000,000
.60% on $5,000,001 and higher