Comprehensive Wealth Management

• Does your portfolio generally go up when the market is up and generally go down when the market is down?
• Do you own stocks and bonds of companies only based in the United States?
• Do you not own bonds because stocks typically have higher returns?

If you answered YES to any of these questions, then your portfolio may not be properly diversified. You never know which market segments or asset classes will outperform from year to year. We believe that by holding a globally diversified portfolio, you are well positioned to seek returns wherever & whenever they occur.

• Should I pick stocks and try to outguess the market or just buy the entire market?
• What is the difference between Active & Passive investing?
• How does OBP design a portfolio?

Many investors tie themselves in knots trying to figure out the best way to invest. The investment landscape has radically changed over the past few decades. Thirty years ago, over 80% of trades within US stocks were done by individuals. Now, over 80% of the trades within US stocks are done by institutions, armed with far superior data and resources than any one person trying to trade from their home computer.

At Oakbridge Partners, we look at the various investment markets independently with the goal of constructing a globally diversified portfolio in accordance with your tolerance for risk while striving to meet your goals & objectives. Our portfolios include both Passive and Active investment vehicles.

Typically, our portfolios include investments from Dimensional Fund Advisors (DFA), ETFs, as well as Actively Managed Mutual Funds. While we believe in keeping costs low, we utilize Active Fund Managers we believe should provide outperformance relative to their passive counterparts.

We have access to institutional resources such as Charles Schwab, Morningstar and Ned Davis research that help guide us to construct the right portfolio for you.

• Should I add more money to stocks because the market is going up?
• The market went down today, is it time to sell?
• Is your goal to beat the market or to ensure the success of your financial plan?

People often struggle to separate their emotions from investing. Markets fluctuate, but by reacting to current market conditions you may make poor investment decisions. Daily market news and commentary can challenge your investment discipline. Some intend to create anxiety, others want to sell you the latest investment product. While mindful of short-term news & market movements, we focus on our discipline, maintain a long-term perspective and try to help you attain your financial goals.