Investment Management

An innovative wealth management firm.

As an independent registered investment advisor, we provide objective advice to our clients using a transparent, client-aligned, fee-based model. Unlike many other types of advisors, we have a fiduciary duty, or fundamental obligation, to act in the best interests of our clients. That means we have a legal obligation to always act in your best interest. Brokers and hybrid RIAs are not obligated to act in your best interest and can sell investment products for commissions.

Investment Management Philosophy

TRANSPARENT FEE STRUCTURE

Our investment management fee is based on a percentage of assets managed. This fee structure is transparent, easy to understand, and aligns our firm’s goals with those of our clients.

TAILORED ADVICE

It is essential that your wealth advisor truly understands you, your goals, and your unique situation. Through frequent interaction and communication, your OJM wealth advisor works with you to evaluate investment options and develop a customized strategy to meet your long-term financial goals. Our independence from any investment product is fundamental to our fiduciary duty to offer wealth management advice that is in the best interest of each client we serve.

SAFEGUARDING OF ASSETS

We use institutional custodians, such as Charles Schwab® and TD Ameritrade®, to safeguard clients’ assets. While independent of these third-party firms, OJM leverages a strong relationship with the custodians to enhance the level of service we deliver to our clients. Through the OJM Investment Management team, our clients are seamlessly connected to current information about assets in all segments of their portfolios and can easily direct trades and other transactions as needed.

INSTITUTIONAL APPROACH

OJM uses a pension and endowment approach to money management for the individual investor’s portfolio. This institutional approach seeks to minimize the effects of market volatility by utilizing alternative investments as part of a customized blend of wealth management strategies determined by our clients’ risk tolerance and long-term financial goals.

ARTICLES

May 2019 Market Update
Bob Peelman

May 2019 Monthly Market Update

Stock markets around the world continued their upward climb in April. An index of global…

VIDEOS

Tax Planning for the Uber Wealthy
Webcasts

Tax Planning for the Uber Wealthy

Do the ultra-wealthy pay lower taxes than you do? OJM Partner, Carole Foos, answers this…

PODCASTS

AlternativeInvestments_Diversification
Andrew Taylor

Should I Have Alternative Investments in my Portfolio?

OJM Wealth Advisor Andrew Taylor, CFP, defines “Alternative Investments” and discusses why the average investor’s…