OARS Capital
OARS Capital applies financial planning principles and open architecture investing to guide clients on their financial journeys. Professional, objective and always product-independent, we use proprietary planning models, customized to each client.
Financial Planning
OARS Capital provides objective, professional, and product-independent financial planning advice. After a thorough understanding of your goals and situation we create a detailed financial plan for you.
Investment Philosophy
OARS Capital’s investment philosophy is rooted in the concepts of asset allocation and efficient markets. We believe in creating a solid investment plan, backed by research, then executing that investment plan.