Investment Strategy

Stocks & Bonds

Oracle Financial Group seeks to buy companies whose selling price is significantly below the price that they should be selling for. We seek to find value. We do not depend on short-term market moves or jump on the band wagon for the latest fad. We buy companies that have demonstrated fundamentally sound performance but are under appreciated by the market. Through rigorous analysis and numerous metric measurements, we buy companies whose future appears to be bright and show solid potential for growth.

Oracle Financial Group only invests in securities of U.S.-listed companies and only takes long positions.

Mutual Funds & Exchange Traded Funds

When using funds in the development of a portfolio, Oracle Financial Group focuses on fund style and asset allocation. Segmenting the portfolio between value funds and growth funds is the first step. Next we allocate the account among the investment styles and asset categories. Both elements are driven by the client’s goals and needs and tolerance for risk. The portfolio developed will be value-biased, and with funds that have proven track records.

Whether stocks, bonds, mutual funds or exchange traded funds, past performance is not necessarily an indication of future performance.

Oracle Financial Group, Inc. (“Oracle”) is a registered investment adviser offering advisory services in the State of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Oracle in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Oracle, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.