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Investment Management

Many investors find themselves with an investment portfolio accumulated over the years that reflects no specific plan. OFC will work with you to construct a portfolio that reflects your unique situation. Time horizon, risk tolerance, tax considerations, and individual circumstances are all taken into consideration when designing your portfolio.

When building portfolios, OFC primarily uses Exchange-Traded Funds (ETFs), which often are more low cost, flexible, and tax efficient than open-end-funds. The ETF universe has expanded to include a wide array of asset classes suitable for high net worth clients.

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