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.