Philosophy

There are three keys that make up the philosophical cornerstone of Oracle Financial Group...

The Client

Our clients are individuals. We manage Individual accounts, IRAs - Roth, Rollover, SEP and Traditional, – and 401(k)s. Each client’s portfolio is individually developed. Any action taken on behalf of a client is done only when the client will directly benefit. Any action taken on behalf of the client is always consistent with the client’s financial goals and long-term investment objectives.

Communication

Keeping clients engaged and informed is an integral part of our business. Communication can take many forms. When in-person meetings cannot be conveniently scheduled, conferences by telephone and Zoom can be utilized, or e-mail and regular mail can be used. In all cases, communication is private. All transactions are carried out with the client’s approval.

Analysis

Analysis is the third key that makes up the philosophical cornerstone of Oracle Financial Group. We rigorously analyze a given situation in order to assess its benefit to the client. It is only then, when the benefit to the client is determined, that an action is taken.

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