O Asset Management offers investment advice to individuals and private funds, using proprietary algorithmic and systematic investment strategies. The firm manages investments on a discretionary or non-discretionary basis, aiming for returns exceeding the S&P 500 Index. O Asset Management may use leverage and short selling. The firm's investment decisions are subject to each client's objectives and guidelines.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
O Asset Management charges individual clients a quarterly fee based on a percentage of the assets in their account, paid in advance. The fee is prorated for contributions or withdrawals made during the quarter. The firm also manages private funds and may charge administrative fees to cover out-of-pocket expenses.
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