Oaks Hill is operating as a full-service brokerage house with a dedicated team of client-focused and experienced portfolio managers to assist with all aspects of portfolio construction. Portfolio management involves our portfolio managers overseeing and advising on a range of investments to meet a client’s financial goals that are balanced with their risk tolerance. Our team works closely with our clients, as we understand that individual circumstances can and will change over time. Oaks Hill excels as our wealth of experience in this area allows us to create robust and flexible portfolios for different financial goals and circumstances that are adaptable as conditions or needs dictate.
When it comes to clients investing in portfolios, the level of input they want can vary. Not every client has experience in the markets or the time to monitor situations themselves as they are busy with everyday life. No matter a client’s personal preference or circumstance, we work with our clients to choose the right level of input according to their free time and knowledge of financial markets. This maximizes returns while minimizing risk and allowing the client the level of control that they desire at their convenience. We fully understand that regardless of where your portfolio is in terms of its lifespan, you need your finger on the pulse, and our team of highly trained experts is there to provide you with detailed information on your portfolio in a timely and efficient manner.