Royal Oaks Advisors LLC

Royal Oaks Advisors offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. Royal Oaks Advisors creates an Investment Policy Statement for each client, which outlines the client’s current situation and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. Royal Oaks Advisors generally limits its investment advice to fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds, futures, commodities and non-U.S. securities, although Royal Oaks Advisors primarily recommends U.S. equities to a majority of its clients.