A complete list of active advisors currently associated with Oatley & Diak, LLC
Warmer can help you find a great advisor at Oatley & Diak, LLC or one who fits your needs even better.
Oatley & Diak, LLC provides financial planning and investment management to individuals, families, trusts and family businesses, offering comprehensive financial planning, individual plans, implementation and ongoing asset monitoring. The firm manages about $30.5 million across 44 client households, reflecting a focus on higher‑asset households rather than a broad retail client base. Portfolios are built on a client‑by‑client basis using individual stocks and bonds, exchange‑traded funds, no‑load and actively managed mutual funds, with strategic asset allocation informed by fundamental analysis and manager research. Account supervision is typically discretionary and is guided by documented goals, risk tolerance and periodic reviews; the firm does not employ model portfolios or composites to present results. Distinctive practices include a regular monthly client newsletter with third‑party educational articles and firm correspondence and the availability of concierge and special‑project planning engagements for non‑standard needs. The firm operates on a fee‑only basis (no commissions, soft‑dollar benefits, or referral fees), provides quarterly performance reports and net‑worth summaries that incorporate approximations for hard‑to‑price assets.
To learn more about the advisors currently working at Oatley & Diak, 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.
Name |
Location |
Years of experience |
|---|---|---|
Englewood, CO
| 19
| |
Englewood, CO
| 23
|
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