20 Motcomb St London SW1X 8JT United Kingdom
117 SE 14th St Miami, Florida
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A Mutual Fund is an investment arrangement where a company pools funds from various investors. This pool of funds is then invested in a mix of carefully selected investment vehicles such as stocks, real estate, cryptocurrencies, forex, precious metals e.t.c
Our investment selection process combines the analysis and research of our investment committee and analysts with the personal information we gather from you during our meetings. Oaktreewave has constructed several base-line investment models for various portfolio sizes and risk tolerances. We then take those models and tweak as needed to best meet your goals and objectives. We conduct robust due diligence on every asset class and individual investment on our platform. Each fund goes through a series of reviews by our analysts and then is voted on by our investment committee. If approved, we then determine how that fund best fits into our models and the appropriate risk profile for the fund.
Your funds are secured by a risk management program which ensures a money-back guarantee. Accounts are custodied with TD Ameritrade and/or Charles Schwab & Co. brokerage firms. Both of those firms are members of SIPC and are covered by SIPC insurance. Learn more about SIPC here: https://www.sipc.org/. Oaktreewave has discretionary authority to place trades on your behalf and withdraw monthly management fees. However, you maintain full control and authority over the accounts at all times.
While past performance is not indicative of future results, and each of our client’s portfolios are customized to meet their goals, risk tolerances, and liquidity needs, we are able to provide general information about the historical performance of several model portfolio examples.
There is always a risk in every business including your investments with Oaktreewave. But as a trusted global leader in this industry we have an experienced team in risk management and our insurances are always kept in check to diminish the risk into the lowest level. Our goal is to make sure you are able to turn your dreams into your reality and we’ll do everything in our capacity to achieve our mission.
You can access and move funds on demand via your dashboard on our online client portal. Simply log into your account by filling out your details. You can also move funds on your dashboard without a need for a third party. Our online client portal provides access to performance reports, real-time portfolio snap shots, and other helpful tools. If you need to withdraw funds from your account, you can simply do so from your dashboard as well. Our Client Service Team member can assist you with any process, kindly reach out and we’ll be there for you.
At Oaktreewave, we are future oriented and encourage the need to adopt digitally capable means of conducting business since the world is on a complete digital revolution; hence the need to encourage the use of crypto currencies.
At the end of the each month. The duration of investment depends on the package you choose.
Unlike some asset managers, we don’t earn commissions on trades. Instead, we use a tiered fee structure that’s based on our performance for you. This means we’re always focused on your best interests, and when you do better we do better.
If you have a change of address, phone number, beneficiaries, or other account modification, our Client Service Team is happy to assist you with making those changes across all of your accounts. Please let us know if any of these changes have occurred and we will send you any required forms.
The system works automatically, which means you will get paid instantly to your selected wallet after creating a withdrawal request.
You can contact us around the clock through the support form. Email us and we will promptly respond to any problems. Happy investing!