Portfolio Management - OakGrove Wealth Management

The Right Investing Discipline is the Difference in the level of your successful retirement.

Know How to Understand Your Goals and Your in setting Expectations

Proactive Investing

Rebalancing, over weighting or under weighting, are all part of the discipline in navigating through the volatility of the stock market. This takes a plan ahead of the ups and the downs of stock prices. Talk to us about how to implement a proactive strategy for your portfolio.

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Passive Investing

The true art of buy and hold or a complete hands off type investing. If this has a place in your portfolio, be mindful of portfolio allocation, expected rate of return and the amount of taxes and fees associated with owning this type of strategy. We'd love to help you with discovering the right portion for your investments.

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Strategic Investing

Strategical Investing

This is your broad view investment policy. Choosing stocks by top down vs bottom up or market sectors or industries is just a small sampling of how you'll chart your course of creating your investments. We will help you customize the right investment policy for your portfolio.

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Tactical Investing

Tactical investing is how you create an efficient and predictable investment discipline to create the best opportunity to capture the necessary annual growth rate to reach your financial goals and objectives. When to buy, sell or rebalance are just some of the tactics used in achieving market beating rates of return.

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True Diversification

It is not only important to diversify your investments, but it is important to diversify how they are managed. Take careful consideration of the types of stocks, supporting investments and protected assets in your overall strategies with underlying tactical exercises. Most important time to bring an experienced adviser alongside in creating, implementing and managing your overall portfolio.

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Portfolio Allocation

How much or investments go into Equities, Income, and Cash is the foundation of your investment strategy. A deeper dive takes into how much of your equities are in large cap companies or small growth companies, US versus International, the options are endless. How much do you put into government or high yield corporate bonds directly affects how much or how little you take on risk on the equities side of your ledger.

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Portfolio Management for Successful Investing.

OakGrove Portfolios

OakGrove Portfolios uses an old school investing proactive approach with state of the art series of algorithms in a 4 step process for each of its 5 time disciplined, bottom-up concentrated portfolios. We also have created top-down passively managed Legacy Concentrated Index Funds to emulate regional benchmarks like the S&P 500, EAFE and MSCI.