Oagh

OAGH, LLC is an independent investment management firm that provides ongoing portfolio management for individuals, trusts, endowments, foundations, pooled investment vehicles, corporations and other business entities. The firm states a $20,000 minimum account size and the brochure reports that, as of February 4, 2021, OAGH had no assets under management.

The firm describes a research-driven approach that uses fundamental, technical, quantitative and qualitative analysis to construct portfolios intended to achieve a target expected return, employing both long- and short-term purchase strategies as appropriate. OAGH commits to regular monitoring and reporting — daily reconciliations and quarterly client reports with performance versus benchmarks — and tailors allocations to client objectives, restrictions and risk tolerances.

Notable features in the brochure that are uncommon for a solo independent adviser include the firm’s provision for negotiated performance-based fee arrangements for “qualified clients” (with a described example of a 25% incentive on returns above a benchmark such as the S&P 500 Total Return plus the firm’s 1.2% management fee) and management of pooled investment vehicles and institutional clients with IPS reviews. The brochure also notes that clients pay customary brokerage commissions and other third‑party transaction fees to custodians (while the firm characterizes itself as fee‑only), and references custodian-provided publications and conferences that could serve as educational resources.