At Tulsa, Oklahoma based financial advisory firm, SageOak Financial, LLC, we don’t claim to know the future (and you should be wary of a financial advisor who does!).
Rather, our investment advice is rooted in timeless financial wisdom and rigorous academic research that has proved true time and time again in financial markets around the world.
See below for a few timeless investment principles that guide us in helping you reach your financial goals…
Risk and Return
Understanding that risk and return are related goes a long way in helping us construct powerful and strategic investment portfolios.
By seeking to minimize investment costs where possible, we can help increase our “take-home” investment returns.
By spreading our money out across different investments, we can help protect and preserve our wealth for the future.
Time and again, research has shown that investors should let the markets work for them, instead of trying to predict the future.
Schedule a complimentary initial phone call to explore whether or not an Investment Management relationship is the right fit for you!