A complete list of active advisors currently associated with Oak Tree Investment Advisors

Warmer can help you find a great advisor at Oak Tree Investment Advisors or one who fits your needs even better.

OakTree Investment Advisors manages roughly $192 million in discretionary assets for individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management through model portfolios, sub‑advised accounts, and a distinct weekly‑screened Zacks “Black Box” trading strategy, and does not provide comprehensive financial planning or estate‑planning services. The firm’s investment process blends macroeconomic overview, fundamental company analysis, and technical indicators to build diversified portfolios and make tactical shifts, and it may implement covered‑call strategies for income when appropriate. OakTree typically recommends custodial and execution services from Fidelity, may delegate portions of portfolio management to third‑party sub‑advisers, and serves as the communication conduit between clients and any sub‑adviser it engages. What distinguishes OakTree from many peers is its explicit use of a high‑turnover, weekly‑rebalanced Zacks strategy that the brochure describes as suitable only for a portion of an investor’s assets, and its practice of engaging and paying sub‑advisers while billing clients through the firm. The firm also recently updated its brochure to disclose appointment as power of attorney over client assets (see Item 15 on custody) and, historically under its corporate entity, has provided securities arbitration and expert services, features not commonly highlighted by similar advisors.

To learn more about the advisors currently working at Oak Tree Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.