OakTree Investment Advisors is a wealth management and investment consulting firm.
Founded in 2000 by Ronald E. Heakins, Oakmont Investment Advisors, Inc., doing business as OakTree Investment Advisors, is a wealth management and investment consulting firm. We manage investments for individuals, pension and profit sharing plans, business entities, trusts, and non-profit organizations.
Our clients enjoy personal attention to their accounts, quick response to service or maintenance issues, and one-on-one meetings with their investment advisor.
We help our clients invest their hard-earned money in ways that provide them with safety and security, while seeking the best possible risk-adjusted returns. We take the time to understand a client’s risk tolerance, life situation, and investment objectives in order grow their wealth for current enjoyment and future generations. We ensure that each investment in a client portfolio is suitable per their risk tolerance and investment objectives.
At OakTree Investment Advisors, our income is based on the value of your portfolio, not the amount of commissions we generate from “flipping” investments or moving money around. It is important to us as well as to you that your investments continue to grow. Our revenue is tied to positive returns in your investment portfolio.
Managed Portfolios of individual stocks and bonds.
