We are committed to providing our clients with a first-class wealth management experience. At Oaktree Wealth Group, we have decided to focus on our core competencies—investment management and financial planning—and to outsource the rest to carefully chosen partners who are experts in their respective fields.
We believe this approach allows us to provide a superior quality of service to our clients than if we did everything in house. We believe that our strategic partners are the best at what they do. Most importantly, it enables us to spend the majority of our time personally assisting our clients.
Matson Money founded in 1991, provides portfolio management and back-office services to a select group of financial advisors and their clients. These services include client reporting, portfolio management, operational processing, and educational and training support.
Working with Matson Money allows us to spend more time working with clients and less time dealing with the day-to-day management of operational details. Matson Money currently manages over $8 billion in assets.
Dimensional Fund Advisors is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional's mutual funds are designed to meet the needs of professional investors, and the firm's resources are devoted to improving these strategies wherever possible.
These funds are not available directly to the public but are limited to clients of a select group of fee-only financial advisory firms. Our relationship with Dimensional is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.
Dimensional's investment strategies are supported by extensive historical research, which documents a reward for taking risk. Dimensional's ranks are occupied by some of the world's finest academic leaders, including Nobel Laureates.
Schwab Institutional is a pioneering firm with a long history of working exclusively with independent financial advisors. Schwab is the largest provider of dedicated custodial services to the independent investment advisor community. They custody over over $4 trillion of client assets. By utilizing Schwab Institutional as our third-party custodian, we leverage their size and strength to safeguard our client's assets.