We focus on risk management,asset allocation, and tax efficiency and we provide regular reporting and monitoring to ensure that investment remain aligned with client' objectives
Expert guidance to help you navigate complex investment landscapes
Expert advice for your business success: Business Consultation Services
Expert deal brokering for successful investment transactions and partnerships.
At Oxdel Investment Consultants, we are dedicated to helping individuals, families, and businesses achieve their financial goals through personalized investment consulting services. Our experienced team takes a disciplined approach to financial management, using a comprehensive planning process to develop customized investment plans that align with clients’ unique needs and preferences. With a focus on long-term growth and risk management, we provide expert guidance and support to help our clients build and preserve their wealth. Contact us today to learn more about how we can help you achieve your financial objectives.
Our mission is to work with Life Insurance companies and their partner financial institutions in providing strategic advice
We strive to provide exceptional client service that exceeds expectations and generates meaningful results.
EXPERIENCE
At Oxdel Investment Consultants, we offer a range of personalized investment consulting services to help our clients achieve their financial goals. Our services include:
At Oxdel Investment Consultants, our investment management consulting projects are designed to be highly collaborative and tailored to each client’s unique needs and preferences. Here’s a general outline of how a typical investment management consulting project is started and organized:
The project begins with an initial consultation with one of our experienced investment advisors. We take the time to get to know our clients, understanding their financial goals, risk tolerance, investment experience, and any other factors that could impact their investment objectives.
Once we understand our clients' goals and preferences, we conduct a needs assessment to identify any gaps in their current investment portfolio. We review their existing investments, asset allocation, and risk management strategies, and we provide guidance on areas where improvements could be made.
Based on our clients' needs and preferences, we develop a customized investment plan that aligns with their investment goals and risk tolerance. We provide regular reporting and monitoring to keep clients informed about the performance of their investments, and we make adjustments as needed to ensure that investments remain aligned with their objectives.
We offer ongoing support to our clients, including regular reporting and monitoring, and we make adjustments as needed to ensure that investments remain aligned with their objectives. We also provide guidance on new investment opportunities and offer regular check-ins to discuss progress and make any necessary adjustments to the investment plan.
Trust and efficiency are paramount in the dynamic world of finance and investments. That’s where our fiduciary agents come into the picture. They form the backbone of our operations, ensuring each transaction is handled with utmost care, professionalism, and integrity
Personalized service tailored to the unique needs and preferences of each client
Experienced advisors with decades of experience in the investment consulting industry
Comprehensive approach providing guidance on a range of financial and investment strategies
Staff are very helpful and competent making your experience with Oxdelconsultant a pleasurable one
From the minute I started investing through oxdelconsultant years ago I have only ever received first class service. Advice is clear and, to date, reaped rewards. All the consultants I have ever dealt with have been friendly, helpful and efficient. Requests are dealt with promptly and my most recent experience with Natasha has been excellent on all levels
