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OakTree Investment Adivsors
412-802-8358 OR
What LEGACY is your
portfolio creating?
Create a portfolio that invests in companies
proven to generate current income from
dividends and to create long-term wealth.
Most managed portfolios are filled with generic overpriced
mutual funds and are accompanied by high management fees.
While they seem small at the time, being nickeled and dimed
by your investments and your advisors can quickly compound
to tens of thousands of lost income coming out of your pocket.
With OakTree Investment Advisors' LEGACY Portfolio , you are
able to invest in a portfolio of high-quality stocks from some of
the most dominant well-known companies that operate around
the world. Unlike a mutual fund, you actually OWN shares of
every stock in the portfolio so there are no hidden fees. As an
investor in the LEGACY Portfolio you get paid over 100
DIVIDENDS EVERY YEAR, with many stocks giving you a pay
raise year after year. That income goes directly into your
pocket, and with a low annual management fee of only 0.30%,
is allowed to generate wealth that can last for generations.
OakTree Investment Adivsors  | |   412-802-8358 or 866-311-TREE

Want to get in touch?

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 –  Call us at 1-888-800-0824 (M-F 7:00am - 9:00pm US EST)
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