Individuals & Families

As our clients accumulate wealth, their needs, challenges, and the advice they require often increase in complexity.

As a multidisciplinary firm, OJM can integrate investment management services with a client’s overall wealth plan by providing access to our team of specialists with expertise in asset protection, tax reduction, corporate structure, and benefit planning.

As part of our fiduciary duty, OJM offers investors:

TAILORED ADVICE

  • Understanding of each client’s unique situation
  • Frequent interaction and communication
  • Customized strategy determined by each client’s risk tolerance, time horizon and financial goals

TRANSPARENT FEE STRUCTURE

  • Fee based on percentage of assets managed
  • Alignment of firm’s goals with those of our clients

SAFEGUARDING OF ASSETS

  • Assets held by institutional custodians (Charles Schwab, TD Ameritrade)
  • Independence from any third-party firm or investment product
  • Seamless connection to clients’ portfolios to facilitate reporting and transactions

INSTITUTIONAL APPROACH

  • Minimized effect of market volatility
  • Tailored blend of wealth management strategies

ARTICLES

stock ticker with winning streak
Monthly Investment Commentary

U.S. Stocks Continue 11-Month Winning Streak

Global stocks churned 2.5% higher in August. The MSCI ACWI Index has had positive gains…

VIDEOS

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Webcasts

The New & Expanded Employee Rentention Credit

Nearly all taxpayers are looking for legitimate tools to reduce taxes. The Employee Retention Credit…

PODCASTS

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Andrew Taylor

Inflation and Your Investments

OJM Group · Inflation and Your Investments: Should You Be Concerned? In the latest addition…