Discuss needs, goals and risk tolerance (interest rates, credit, income and capital needs)
Review and outline imbedded risks and objectives in current portfolio
Analyze effects of including one or both of the One Oak portfolios with current holdings
Compare to investor objectives: risk-adjusted return, income or a combination
Determine structure of a One Oak solution: Fund or separate account, as appropriate
Absolute return or high tax free income: One Oak has a solution that may fit your objectives
Given the historically low interest rates, combined with the uncertainty around interest rates and credit concerns, many investors have expressed an interest in a “second opinion” on their fixed income portfolios. For those investors seeking a “second opinion”, One Oak has begun offering investors a complimentary “Fixed Income Portfolio Review”, assessing a portfolio’s current sensitivity to both interest rate and credit risks.
Our assessment will look at your fixed income holdings from an overall portfolio standpoint, taking into consideration profit and loss opportunities, current relative values in the marketplace and interest rate risk. We will offer you our view and concerns, if any, and thoughts regarding potential actions for consideration. Regarding taxes, investors should always seek the counsel of their tax advisors prior to taking any actions.
If you are interested in pursuing this for your portfolio, please complete the information below and enter “Second Opinion” in the subject. We will follow up with you shortly thereafter.