Families & Individuals
We work towards YOUR investment goals.
Our process is designed to comprehend your
situation and risk tolerance, and then create a game plan to help you reach goals in a
reasonable timeframe. If appropriate, this may include the use of various financial
for protecting & growing you assets.
Our professional independence allows us to make recommendations that are
in YOUR best interest.
Foundations & Endowments
Non-Profits’ have unique needs.
We provide fiduciary investment management for
not-for-profit organizations, trusts, and endowments. As such,we are sensitive to their unique
needs like providing models showing how far into the future funds may last, and being able
work comfortably with tax professionals to meet the demands of Form 990 or 1120-H filings.
Sometimes, an early-stage organization has not yet established or adopted a
clear investment policy for its funds. In these instances we work closely with the
organization's Board of Directors and/or Investment Committee to craft an investment policy
statementthat meets the organization's needs.
Is your association positioned for higher returns?
When board members are novice investors and manage an association’s reserve
funds, the result is often sub-par returns. We understand the
of community associations, and have deep experience in successfully guiding them
establishing investment policies and decisions. We utilize a complex proprietary analysis,
which takes into consideration the cash flow dynamics of current investments in the
and timing and amount of future reserve expenses.
OIA Reserve Investment FAQs
OIA HOA Brochure