Successful Investing
Successful investing involves more than hot tips, hunches, and luck.
True investing follows a consistent strategy to increase wealth over time. It
involves risk evaluation, diversification, balance, patience, discipline,
objectivity, knowledge, and research.
All investors are faced with questions: What to buy/sell? When to
buy/sell? How to diversify? How to structure assets? How to assess
risks? Where to seek objective advice?
Clients choose to work with OakVale Investments for the following reasons:
OakVale Investments Overview
OVI helps individuals and trusts manage publicly traded investments. OVI
is a fee-only firm and does not receive any commissions.
OVI is registered as an investment advisor and is solely owned and
operated by Christopher McKeon.
Free consultation:
Get some objective advice on your situation. All personal information is
held in strict confidence.
OakVale Investments, Inc.
E-Mail: OVinvest@aol.com Phone: (415) 887-9269 Fax: (847) 557-1479
514 Main Street Sausalito, CA 94965
OakVale Investments, Inc.
- Trust, Integrity, Ethics -- OVI acts as a fiduciary - best interest of clients.
- Personal Service -- OVI cutomizes management for each client
- Knowledge -- OVI has strong command of investments.