Investment Management

oakspringsOur investment management services include both liquid and illiquid assets. We manage assets with a strong bent toward wealth preservation. Our strategies are specifically designed to withstand sharp drops in the financial markets. Our advice is provided on a fee basis meaning there is no commission driven solutions. Our oversight of assets can also extend to investments made outside of our firm. As part of our comprehensive approach to wealth management and financial planning, we take a global approach to guidance on all of our clients’ investments. We at all times maintain a fiduciary relationship with our clients.