At Occidental Asset Management (OCCAM), we offer our Clients diversified portfolio solutions that help to manage risk, while taking advantage of market growth.
We accomplish this by blending and applying independent third-party research with our own in-house expertise. Our in-house expertise includes portfolio design and construction, investment selection, and ongoing investment management. The result is a process-oriented disciplined approach to money management on behalf of our Clients.
Our Guiding Principles Define our Investment Approach
We believe In…
- Independent third-party institutional research
- Investments that align with Clients’ financial life plan and risk profile.
- Managing cost and taxes is a critical aspect of investing.
- Offering Clients solutions for all stages of their financial lifecycle.
- Risk Management through Diversification & Asset Allocation.
- Risk Management using a disciplined approach supported by sophisticated technology.
If you need help with your Financial Life Plan, or would like us to review your current investment and retirement accounts, please call us to schedule an appointment so we can learn about you, answer your questions and share how we can help. 1-866-520-4985