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Our Investment Philosophy

At The Oasis Asset Management Group, Inc. we believe that an investment plan must be tailored to your specific needs and objectives. When working with a client we follow these general principles:

  • A wealth building strategy must encompass proper asset allocation.

  • Your investments should be matched properly to your objectives, time horizon, and risk tolerance.

  • Use time, not timing, to reduce risk. Short term market fluctuations should not tempt you to stray from your investment plan if you are investing for long term goals.

  • Don't invest in anything you do not understand. That's why we spend a great deal of time providing education about investment related topics.

  • Sleep counts. If you lie awake at night worrying about your investments, reduce the risk in your portfolio.

  • Use professional money management.


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5885 Landerbrook Dr. Suite 304 | Mayfield Heights, OH 44124 | (440) 446-1000

Disclaimer: The opinions expressed herein are those of the writer (Forefield Inc.) and may not reflect those of Wunderlich Securities, Inc. or any of its affiliates.  The information herein has been obtained from sources believed to be reliable, but we can not assure its accuracy or completeness.  Neither the information or any opinion expressed constitutes a solicitation for the purchase or sale of any security.  Any reference to past performance is not to be implied or construed as a guarantee of results.

The tax information provided is not intended to be a substitute for specific individualized tax planning advice. We suggest that you consult with a qualified tax advisor.

Securities offered by Wunderlich Securities, Inc. Member FINRA/SIPC

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This communication is strictly intended for individuals residing in the state(s) of AK, AZ, AR, CA, CO, CT, DE, FL, GA, IL, IN, KY, MD, MA, MI, MN, NV, NJ, NM, NY, NC, OH, PA, SC, TN, TX, UT, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.

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