Investment Advisory

Oakley Capital Group provides investment advisory services to individual investors.  We will assess your current portfolio, and then make recommendations based on your specific goals and objectives.  We provide non-discretionary investment management of separately managed account portfolios and common and collective funds.

Research

Oakley Capital Group provides sector, industry and company specific research on publicly traded companies. These reports are compiled utilizing a combination of qualitative and quantitative information with a primarily focus on historical information as a starting point towards estimating future investment potential.

Consulting

Oakley Capital Group also provides consulting services to corporate clients as well as individuals that require analytical work on a project by project basis. Our professionals have extensive experience in Corporate Finance, M&A advisory as well as Research.

Investment Advisory

Oakley Capital Group provides insights into investment principles and practices that are invaluable, especially in volatile markets when performance can fluctuate dramatically. Our investment discipline is an analytical approach that emphasizes broad diversification of asset classes and investments. However, based on specific needs and risk tolerance, our recommended investment discipline may focus on a narrow group of assets.

Research

Oakley Capital Group plans to publish both print and electronic equity research reports on publicly traded companies. The reports will be compiled utilizing a combination of qualitative and quantitative information with a primarily focus on historical information as a starting point towards estimating future investment potential. These reports will be based on SEC documents, company press releases, publicly available conference call transcripts.

Consulting

Sometimes businesses require specialized services for short periods of time to kick-off a process, bridge gaps between existing processes or to provide an outside perspective on internal processes and practices.  Our professionals will step in to perform these assignments in a timely and efficient manner and thereby allow the business to stay on track and focus on its primary goals.

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