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

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Monthly Investment Commentary

November Market Update: US Stocks Surge Following Recent Losses

Following a nearly 13% loss in the previous two months, US stocks surged 8.1% higher…

VIDEOS

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Video

How We Work With Physicians

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…