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 face-to-face meetings cannot be conveniently scheduled, conferences by telephone and Skype 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.

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.