Investing in stocks, bonds, crypto and other asset classes
It all begins with the need to put your hard-earned savings to work for you. Maybe you want to learn how to invest in the stock market. Maybe you want to turn your savings into bonds. Or maybe you feel strongly about crypto. We are here to empower you with education so you can invest with confidence
Our Investing Services
Our experts will cover investing across a breadth of different asset classes for you to define a strategy and execute against it. We can cover: stocks, mutual funds, ETFs, options trading, government bonds, corporate bonds, crypto-currency, FX (traditional) currency, precious metals (e.g. gold, silver, platinum…)
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The right investment strategy is one that delivers your goals while aligning with your risk profile and comfort level.
Once we have built a clear understanding of your profile, we help you develop your personalized approach to investing, offering you tools, knowledge and general advice to empower you to make financial decisions and transactions. By exploring different investment assets, securities and approaches, you will gain the knowledge and confidence to create the investment strategy that fits you.
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We offer you a set of advisory sessions to assess, refine and optimize your existing investment portfolio, ensuring it continues to effectively serve your evolving financial goals and risk tolerance. We'll delve into a comprehensive review of your current strategy, identifying opportunities to divest, rebalance or acquire new assets, all in service of your financial goals and individual profile.
The sessions are focused on empowering you to take a more proactive approach to managing your investments.
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This consists in a set of educational sessions focused on equipping you with a practical understanding of various investment techniques across multiple asset classes, empowering you to make informed decisions and enhance your investment outcomes.
The goal is to give you practical training on how to apply investment techniques. You'll learn how to analyze financial data, assess market trends, and implement the strategies that align with your individual investment goals and risk tolerance.
Investing cases from our Learning Blog
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Save with the Annual Plan
Get your financials right. Ockham members have two monthly session for financial education and perspective on any topic(s) of their interest within our broad areas of expertise, and a 24/7 live text private chat for on-the-spot questions. This membership also includes access to our growing collection of educational lessons, workshops and exclusive content.
Ad-hoc plan for a specific topic that requires intervention. A series of 3 meetings over a period of a month to drive turnaround on your topic of choice, ensuring that you are empowered to take action on your most pressing concerns. Examples on how this plan is widely used include: education 401(k) IRA choices provided by your employer; act as a sounding board to assess specific portfolio choices within your stock investments.