Optimizing portfolios with strategic insights
At the heart of your investment journey is a philosophy that combines proven principles with forward-thinking insights.
We leverage both our extensive network of investment providers and relationships with leading banks, brokers, and custodians to access a broad spectrum of market insights and opportunities. While we draw on diverse external expertise, our independent approach means portfolio decisions remain in-house—allowing us to craft solutions precisely tailored to your unique needs.
OAC often combines the efficiency of index funds and ETFs with selective active management to optimize your portfolio potential. While we value indexing for its cost-effectiveness and tax efficiency, we also recognize opportunities where active management may provide additional value.
We recognize investment-grade fixed income as a cornerstone for clients prioritizing capital preservation and income. While maintaining a foundation of traditional bonds, we may also consider selective exposure to specialized sectors—including high yield, senior loans, emerging market bonds, and preferred stock—aiming to enhance portfolio risk/return profiles.
OAC takes a global approach to equity investing, seeking opportunities across U.S., developed international, and emerging markets. While maintaining core market exposure, we may selectively incorporate specialized strategies—including equity long/short, convertible bonds, and commodities—aiming to enhance portfolio risk/return profiles.
Our deep expertise in hedge funds and private equity is enhanced by our unique position in the Cayman Islands—a global hub for alternative investments. Our team brings extensive industry experience, often investing alongside clients and maintaining strong relationships with investment firms. This combination of expertise and local presence helps us identify and evaluate sophisticated investment opportunities for our clients.
We take a thoughtful approach to portfolio costs, customizing fee structures for each client's unique situation. We often utilize cost-efficient options for core market exposure, which can help balance the expenses of more specialized strategies. Our transparent fee structure reflects our commitment to delivering sophisticated wealth management solutions while maintaining cost awareness.
