Financial Planning
I need a partner to help me better define my financial goals, and sound advice on how I can achieve them.
We are firm believers that putting your interest first and being fully transparent is the key to helping you achieve your financial future and dreams.
We have developed a robust set of quantitative investing strategies aimed at limiting the downside risk while maximizing the upside potential regardless of market direction. These strategies can be utilized to build fully-customized portfolio solutions or to fill gaps in an existing portfolio. When it comes to achieving your specific goals, we will consult with you to develop a tailor-made portfolio featuring our adaptive risk management overlay. All of these strategies are designed to be fully quantitative, to limit the human bias from investing.
Inquire about our strategies >We set out to develop investment strategies that understood risk from an investors point of view. They may not understand what volatility means but they definitely understand losses in their portfolio.
Our team has over 100 years of combined investment management experience with backgrounds in economics, financial and retirement planning, investment management, mathematics, computer programming, and quantitative finance.
Mr. Solo has successfully grown Live Oak Wealth Management into a holistic wealth management firm that focuses on protecting its clients' wealth. Mr. Solo specializes in the development of algorithmic quantitative analysis systems and possesses a deep knowledge of the blockchain space. Mr. Solo spent the early part of his career in the Information Risk Management group of KPMG, where he learned the importance of risk management. Prior to starting Live Oak Wealth Advisory Group in October 2010, Mr. Solo served as a financial advisor with RBC Wealth Management in October 2007. He launched QuantStrat Global Equity Fund, LP, a long-short quantitative hedge fund. Mr. Solo recently launched QuantStrat Digital Asset High Yield Fund, LP, which focuses on capturing yield in the blockchain space while mitigating the risk and price volatility associated with the crypto. He holds a Bachelor of Computer Science from the University of North Carolina at Charlotte.
Andrew has 35 years of experience in alternative investments, family investment office management, and wealth management industries. Mr. Malloy worked at leading firms, including Bear, Steans & Co., Oppenheimer & Co., Inc., Kidder, Peabody & Co., TAG Associates, Ltd, and Wisdom Tree. As the Chief Investment Officer, a partner, and shareholder of TAG, Mr. Malloy helped build TAG to become one of the largest multi-family offices in the US. Mr. Malloy is also the co-CIO of his multi-generational family's New York City-based single-family office, Bergdorf Goodman.
Mr. Malloy is an experienced family office executive, consultant, and alternative asset investor, with a demonstrated history of building and managing single, multi, and "virtual" family office platforms. Andy has also been involved in the alternative investment industry as a principal, seed investor, board member, and consultant to Hedge Funds, Private Equity, ETF, FinTech, Digital Assets, and Venture Capital.
Prior to founding Live Oak Wealth Advisory Group in 2010, Mr. Jobes served as a senior VP/financial advisor at RBC Wealth Management. With more than 40 years of experience and working at numerous firm, Ken started his career with Merrill Lynch in 1968. Ken graduated with a BA in political science / economics from Texas Tech University. He also earned a Certificate of Portfolio Management from DePaul University in Chicago.
John Whittington has 38 years in the financial advising business specializing in growing and protecting wealth for a client’s future, providing financial security and peace of mind. Whether your goal is a comfortable retirement, education funds for future generations, or estate planning, John believes that each client deserves his full loyalty and commitment. John is a fifth-generation Texan who earned his degree from Texas State University.
Mr. Robertson has over 15 years’ experience in financial services as both a high-frequency equity trader and selling investment products. During his career, Michael has also worked with several quantitative funds to develop proprietary trading platforms and assisted with the distribution of those funds. Mr. Robertson attended Northwood University.
Michelle began working in the investment industry in 1990. She has served in various positions in diverse areas of our industry, including licensing, operations, administration, marketing and as a national trainer for AIG Annuity Insurance Company covering all of the United States. Prior to joining Live Oak Wealth Advisory Group, Michelle worked with Morgan Stanley Smith Barney as a Registered Sales Associate. Michelle is dedicated to providing the highest level of service to our clients and works to anticipate needs and fulfill requests with caring, attention to detail and professionalism. Michelle is a native Texan and a Life Member of the Houston Livestock Show and Rodeo, where she has served as a leader and volunteer for more than 15 years.
Our philosophy is simple: we put our clients first and aim to deliver the highest level of service and investment management at all times. We let our results speak for themselves.
Its more than a buzzword it is why we went independent in the first place. To make sure nothing interferes with putting your interest above anything else.
As a Fee-Only advisor our goal is to make sure you know exactly what you are investing in and what the FULL cost of that investment is.
The preservation of your capital is our #1 priority. Through our proprietary computer algorithm strategies, we mitigate risk by removing human emotions from the investment equation.
It always starts and ends with understanding your financial risk, goals, and timeline. This information allows us to best manage your portfolio and achieve your goals.
At the foundation of any successful advisor-client relationship, you will find trust. As your financial partner, we are committed to earning your trust in everything we do.
What worked in the past usually does not continue to work in the future. We constantly analyze our models to make improvements based on new information and better technology.
Put simply: the preservation of capital is, has been, and always will be our most important investment objective. After all, the development of each quantitative model begins with the management of risk. If we can minimize that, we can spend more time accumulating gains, not making up losses. Moreover, we have refined and reformed both how we define and measure risk, and how it should be applied to portfolio management. We only seek capital gains when the ratio of risk vs. reward is in our favor. The mathematics behind our offerings may be complicated, but the foundational strategies are as simple as it gets.