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Wealth Management

Oakview manages private investment accounts that seek to preserve capital and generate long-term capital appreciation without taking unnecessary risks. All portfolios are separately-managed and feature daily liquidity.

• Oakview Value Portfolio - consists of equity holdings in high quality domestic companies. The portfolio follows a disciplined investment process that seeks to invest at prices with limited downside risk and significant upside to intrinsic value. 
• Global Total Return Portfolio - consists of multiple asset classes to provide diversification and reduce volatility.  The portfolio follows a disciplined investment process that seeks to maximize exposure to asset classes with superior risk-adjusted returns.