Services
Personal Service
OVI is not a multi-layered organization, but a one person operation.
Clients have a direct connection to the person that is making the
investment decisions. This exclusive service is made possible by
limiting the number of clients.
Account in Your Name
Your holdings reside in an account in your name at a brokerage house.
Your objectives govern the account.
OakVale Involvement
OVI has contact with clients via personal meeting/phone/e-mail/fax/letter.
OVI tailors portfolio management to meet client goals.
OVI has Limited Power of Attorney to trade in client portfolios.
OVI receives downloads of client accounts daily. Professional investment
software allows OVI to generate hundreds of different reports to help
analyze portfolio details like estimated income, capital gains, losses,
company/sector weightings, etc.
Christopher McKeon is always available to discuss the reasoning behind
each of the holdings..
Leave at Any Time
Clients are free to leave OVI for any reason. OVI will refund pro-rated fees
if a client leaves before a quarter is complete.
OakVale Investments, Inc.
ADV Regulatory Filings
Registered Investment Advisors are required to file ADV forms with
advisor history and details of operations.
ADV Part II can be found here on my website: OVI ADV Part II
ADV Part I is filed electronically and can be found on the SEC website at:
http://www.adviserinfo.sec.gov
