CONNECT

Address:

5885 Landerbrook Dr.
Suite 304
Mayfield Heights, OH 44124

Phone:

440.446.1000

Fax/Other:

440.446.0141

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.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck