Oaktree Capital Group is a financial services company valued for its state-of-the-art investment management and its contributions to the life fulfillment of its clients, staff, suppliers and shareholders, an asset in the communites in which it serves and operates. We offer investment portfolio management, financial planning, and other personal and business services provided by our Woodstock and Chicago offices.
Oaktree is an independent, fee-only, Registered Investment Advisor (RIA). Fee-only means we recieve no commissions. This motivates us to be as objective as possible about what products to deliver to our client portfolios - namely, those that most benefit the client.
Meet the founder and principal advisor, Robert S. Jackson, P.H.D. Mr. Jackson initiates and ongoingly manages investment portfolios with attention to 1) what's going on in the world 2) what's going on in congress 3) what's going on in the markets 4) what's going on in your life. Since 1991, Mr. Jackson has drawn together a group of professionals to build the investment services and marketing company now known as Oaktree Capital Corporation. Mr. Jackson is a former academic and author with published works who has pursued both the spiritual and the worldly aspects of human existence. A detailed interview outlining his influences and experience can be found on our website. Find a chapter of his difinitive book, "North American Gold Stocks, " by visiting the website and scrolling down to the Document Library. For further details visit www.oaktreecapitalgroup.com.
Oaktree strongly believes that investment management service requires a team approach. Our staff provides excellence in communication and office management for the benefit of our clients. Oaktree is a multi-family office and investment and financial management team with a focus on personal values of the family. We welcome you to visit us at oaktreecapitalgroup.com or call us today. Our main office phone # 773-725-8787.