A complete list of active advisors currently associated with Oaktree Advisors LLC

Warmer can help you find a great advisor at Oaktree Advisors LLC or one who fits your needs even better.

Oaktree Advisors LLC provides personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporations. The firm generally manages client accounts on a discretionary basis and typically requires $500,000 for investment management, though it may waive this minimum in certain circumstances. Oaktree develops asset allocation guidelines and written investment policy statements tailored to each client’s objectives, monitors accounts regularly, and executes trades to maintain agreed allocations. Investment implementation uses a mix of mutual funds, index funds, ETFs, individual stocks and bonds, and incorporates both publicly available research and technical analysis; the firm may also recommend instruments such as REITs and MLPs and engage in short‑term trading where appropriate. Several Oaktree professionals are registered representatives of Madison Avenue Securities and are separately licensed as insurance agents, arrangements the brochure discloses can create potential conflicts of interest because they enable access to commissionable products and insurance sales. The firm manages client assets internally (it does not select third‑party managers), works with third‑party trust companies for trust administration, and receives non‑cash research and other “soft dollar” benefits from its custodian, features that distinguish its business model from many peer team firms.

To learn more about the advisors currently working at Oaktree Advisors LLC, 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.