PAYMENT METHOD WE ACCEPT
A managed account is an investment option available to corporations, financial institutions, governments, and individuals that crave financial direction/support but lack the technical know-how to do so. OakSide Investments is the right platform for you. Our individual managed accounts give investors direct ownership of securities in their accounts. We help you to manage any risk and increase your potential to maximize expected gains. In summary, we do the dirty work for you while still offering you dividends/profit. Our individual managed accounts are personalized and tailored to meet individual customer needs. Each managed account is linked to financial adviser/expert who will be in contact with you at all times to update you on new market trends/happenings. We’re more than capable of helping you solve any financial issues you’re currently facing. Our well-trained assigned personnel is always on hand to outline your objectives, risk preferences, and investment restrictions.
Regularly meeting essential expenses was the most common financial concern among the survey participants. More than one-third (35%) of the Money-Rates survey respondents said that paying regular financial obligations — bills, a mortgage or rent payment, credit card payments, etc. — was their biggest financial worry. With so many Americans living paycheck to paycheck, it's no surprise that people having trouble paying for these essentials. While some survey respondents worried about needs, others worried more about wants. Last year's survey results indicated that financial comfort was high on the priorities list, as three out of 10 (just over 30%) of those surveyed identified their single biggest financial worry as "ensuring I have enough to maintain a comfortable lifestyle.
According to a Federal Reserve survey release from earlier this year, "Thirty-one percent of non-retired respondents reported having no retirement savings or pension, including 19% of those ages 55 to 64. With close to one-in-five of those near retirement having zero retirement savings, it's no wonder so many respondents (40%) cited a lack of savings as their biggest financial regret, and another 36% of people said they feared they would not be able to retire comfortably. On top of these individuals who regret not saving, there are also those individuals who are, for the most part, completely focused on the present. According to that same Federal Reserve release, 24% of people have given little thought to retirement planning and another 25% have given no thought to retirement planning at all.
If $10,000 fell out of the sky and into your lap, how would you use it? Around four in 10 (41%) of those who participated in the Money-Rates survey would pay down debt with that money. High amounts of debt is a large concern for many Americans. The debt is greater than what America produces in a whole year (debt-to-gross domestic product ratio). Last year's survey found that around one out of five people (20%) feel that accumulating too much debt is their biggest financial regret. The average household's credit card debt exceeds $7,000 - Nerd Wallet. In addition to this debt, many Americans also have to worry about mortgages, car loans, and of course student loans. Last year's Money-Rates survey also found that 8% of people feel that paying student loans is a big financial worry.
Some American households are still feeling the sting of the recession. According to the Federal Reserve survey, "over 60% of respondents reported that their families were either 'doing okay' or 'living comfortably' financially; although one-fourth said that they were 'just getting by' financially and another 13% said they were struggling to do so. Even those who no longer feel the impact of the economic downturn still have to face the results of their own decision making. A large portion of the survey respondents (46% of men and 26% of women) acknowledge the impact of their financial decisions and wish to work towards making wiser investment or purchasing decisions.
On the entirely opposite end of the spectrum, there is that handful of people out there who are completely money-conscious. These individuals are financially healthy, they budget and plan where every penny is going to go, and their financial future is secure (as much as it can be). Nearly 12% of respondents from last year's survey said their biggest financial regret was being too cheap and not allowing themselves to enjoy their money. A little over 10% of respondents said that if they could change only one thing about the way they handle money, they would enjoy their money and spend it a bit more freely. There’s no point making good money if you are going to live so frugally
Opening a managed account with OakSide Investments is straightforward; simply register, activate your account, and start earning. Each managed account is linked with personal financial professionals who helps to establish personal objectives and investment plans. Manage Account owners also have access to the portfolio manager. A more advanced and personalized services such as detailed periodic reports summarizing managed account activity and performance, in person meetings, and well documented live chat. Managed Account Investors can always chat with us through WhatsApp, Telegram and Email.
A Managed Account investor works closely with the financial professional managing their account. Many, however, elect to entrust the granular decision making to their account manager, under general limits and preferences.
Yes it is. Unlike any other type of investment, OakSide Investments managed accounts carry no risk. The returns and portfolio value may increase but can never decrease from the expected amount. Gains are guaranteed, and monetary losses are not possible.
Putting together a sound investment strategy can make your investment efforts much more effective. But it doesn’t end there. Effective investing requires an ongoing effort. And there’s a lot more to know.
Here are some questions that arise at different stages of life:
"What’s the fastest way to amass enough money to buy a vacation home?"
Anthony and Selena - Have a growing family"How do we shift our investments to generate more income?"
Dave and Christine - Retired"How should my business affect my investment decisions?"
Rebecca - A single woman with a small business."The market’s been volatile; should I increase or decrease my stock holdings?"
Isaac - Online researcherAnswers will depend on each unique situation. Whatever might be the case we’re more than capable to draw up an investment plan that suits your financial issues.
We have a flexible approach to investing that allows us to make investments in equity and convertible instruments that typically range between 2$ billion and 5$ billion. We focus on Forex and CFD trading, Crypto Currency, Real Estate, Renewable Energy, Stocks and NFP. Our team of investment professionals globally is deeply connected across OakSide Investments Securities Division as well as Technology and Operations groups, enabling us to provide a competitive edge to businesses looking to:
We actively invest across the following verticals:
Forex/Digital Assets CFD trading Real Estate Stocks Renewable Energy NFPWe look to partner with companies who have:
We take a long-term approach to the partnerships in which we engage, holding our investments for an average period of more than five years. We invest significant time and resources in our portfolio companies, providing management teams with access to the OakSide Investments relationships, and strategic network to accelerate value creation.
At OakSide Investments, you’ll find passionate people from all walks of life working together to make the world a little better every day. Come work with us. Talented, intelligent and passionate people have made OakSide Investments the firm it is today. If you want to work with and learn from the best in the business, there’s no better place to start. Our Associates are the lifeblood of the firm, and our experienced Financial Advisors are the beating heart.
We say it often and with good reason. It is only with the determination and dedication of our people that we can serve our clients, generate long-term value for our shareholders and contribute to the broader public. Organizations with great business strategies won’t be able to execute them without the people, so at OakSide Investments managed, our leaders empower people to inspire creativity and thinking out-of-the-box to keep our promise to ‘Be The Best We Can Be’. We firmly believe that as we grow so can our people, personally and professionally, both in their present role and as their career evolves.
At the crux of our efforts is a focus on cultivating and sustaining a diverse work environment and workforce, which is critical to meeting the unique needs of our diverse client base and the communities in which we operate.
At every step of our employees’ careers we invest in them, and ensure their interests remain focused on the long term and closely aligned with those of our clients and shareholders. Our goals are to maximize individual potential, increase commercial effectiveness, reinforce the firm’s culture and expand our people’s professional opportunities.
OakSide Investments account management is built upon a structured investment process of continuous analysis and evaluation of existing and potential new holdings. Taking into account continuity and long-term perspective, working very hard to make to sure that the expected return for existing investments can be increased for prospective new investments. OakSide Investments also strives to take a distinct and active ownership role in order to increase the value of its clients.
OakSide Investments invests in platform with good return potential, where it can exercise active influence through a strong position of trust and ownership-based positions of influence. Energy Global Investment’s investment criteria are to invest in companies with proven business models and clear potential for profitable growth. Investments must also have an attractive valuation and provide a good balance of risk and return.
Your OakSide Investments managed account is an advisory investment account. OakSide Investments provides investment advice. Our interests as an investment platform is always the same as yours and that is to make sure we exceed your normal expected profit. Please ask us questions to make sure you understand your rights and our obligations to you, including the extent of our obligations to disclose conflicts of interest and to provide you with the service you expect.It is totally unacceptable to run multiple accounts. It is also against our opreational ethics to consistently withdraw only bonuses without being an active investor. The benchmark is five (5) withdrawals per deposit and you would be required to deposit and invest a minimum of 50% of your periodic withdrawals. This is a move promote mutual benefit and prevent no investors from engaging in money laundering. Defaulters would be strictly penalised. PLEASE NOTE THAT we don’t charge for any commissions. OakSide Investments provides investment advice to customers under specific contracts. Various arrangements are available, including separately managed NFP accounts (NFP account requires $50000 minimum investment) Our Responsibilities to NFP investors are generally higher than normal managed account. . OakSide Investments obligation is to always put client interests first before ours.
OakSide Investments first and foremost objective is to create value by developing assets over the long term, by actively encouraging companies to make investments that drive organic growth and profitability and by providing support for their acquisitions. At the end of 2018, OakSide Investments announced its strategic orientation for 2019-2022. Continued value creation, based on:
OakSide Investments invests for the long term as the majority or leading shareholder in mainly unlisted companies that are leaders in their markets, in order to boost their growth and development.
OakSide Investments does not invest in sectors whose reputation would be detrimental to its image or values.
OakSide Investments promises to deliver quality information that constantly meets clients expectations. We therefore provide you with an extensive communication tool comprising various complementary media in different formats.
Growth by acquisition is an integral part of the development model of OakSide Investments Our company plan to achieve a non-negligible share of their growth through acquisitions, focusing on small or medium-sized purchases, which create the most value. OakSide Investments’s teams assist Group companies in their search for accretive acquisitions, in deploying their external growth strategy and in arranging all needed finance.