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The Consultative Process

As an investor who has achieved significant financial success, you understand the value of high quality advice. Your financial advisor will use this disciplined, four-step consulting process to help guide you in the process of choosing the strategies which are best suited for your investment goals and objectives.

  • Determine your investment profile and an understanding of your investment goals, financial objectives, risk tolerance and time frame.
  • Develop an appropriate asset allocation strategy based on your investment profile. Your advisor's asset allocation recommendation seeks the highest possible return, given your objectives, expectations and risk tolerance.
  • Select an appropriate investment manager(s) who can best implement your plan.
  • Provide ongoing consulting and performance evaluation through a quarterly portfolio review which will help you evaluate your portfolio's structure, risk and return, and assess your progress in reaching your goal.

OFI Private Investments Inc. is a subsidiary of OppenheimerFunds, Inc., one of the largest and most respected mutual fund companies in the industry. OppenheimerFunds has been working to help clients achieve their long-term investment goals since 1960.

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