Everything in the finance world seems to be more complicated than it really is. In Ockham Finance, we strive for making the financial world simple and understandable.

Every investor has a unique profile - financial goals, risk tolerance, investment preferences and lifestage priorities. We conduct a rigorous upfront assessment to build an accurate view of your profile, to then determine the most suitable expert(s) to assign to you, to develop a financial plan that supports your goals and preferences.

Doing business with us is low risk. While every financial decision involves risk, your engagement with Ockham Finance is on a monthly subscription which you can cancel anytime, while retaining complete control over your assets. Our consulting cost is a fixed amount that remains the same regardless of the size of your portfolio: We do not charge any percentage of your assets or gains.

Unlike other financial firms, we don’t manage your assets nor have any financial products of our own to sell you. You don’t open any account with us nor transfer any assets. As a result, our financial guidance is completely unbiased by any incentives to direct your assets towards certain investments or products. We focus on empowering you with knowledge and developing an investment roadmap for you to independently manage your assets as you see fit. We provide guidance and direct you towards vetted, highly reputable, cost-effective 3rd party firms, for you to engage directly with them.

Our founders and experts have firsthand experience with how crucial it is to be financially prepared for every significant life milestone. Throughout their careers, they have learned how to provide personalized financial education to guide individuals and families in making sound financial decisions. We possess extensive experience in managing pension plans across hundreds of countries; assessing and executing thousands of transactions across stocks, options and indexes; and investing and managing a broad scope of international real estate properties across 3 continents and multiple US major and minor markets.

We have patented our Risk Assessment Zone Optimization and Review tool (R.A.Z.O.R. Index). It is our own proprietary assessment process to understand your financial profile based on figuring out your risk tolerance.

Risk isn’t just about age; it is about individual peace of mind in pursuing wealth and happiness. Most conventional financial planning assessments compare wealth accumulation to age, and assume that the older you are, the less risk you should take. We developed a more precise methodology that goes beyond.