When it comes to investments, people tend to look in the rearview mirror and analyze how investments performed historically. The problem is, you should never make an investment decision based on past performance. Instead, you must have a clearly defined objective and know exactly what your money needs to do. In other words, start with the end in mind. The key for near-term and current retirees is to build a portfolio designed to achieve those results over time with the least amount of risk possible. 

We don’t believe in pushing products or that any particular product is considered the secret sauce. We are independent advisors which allows us to use thousands of resources and shop a worldwide platform of solutions that are most appropriate, depending on what you are trying to achieve. 

 In 2015 we teamed up with TD Ameritrade Institutional. Working with TD Ameritrade Institutional allows us to meet our clients’ financial goals with top notch solutions along with ground-breaking technology. TD Ameritrade Institutional understands the importance of being a fiduciary and therefore is firmly committed to advocating on behalf of Independent advisors operating in the fiduciary role and the clients that work with those advisors.  

TD Ameritrade Institutional’s advanced technology platform, coupled with personal support from dedicated service teams for our local team at OFG, allows us to grow and manage our practice as efficiently and effectively as possible, while optimizing time with our clients. TD Ameritrade Institutional provides a robust offering of products, programs, and services designed to help our local team do the best possible job we can to help our clients with their financial goals.

About TD Ameritrade Institutional :

 

$797 billion

Total Client Assets (12/31/16)

 

7.0 million

Funded Client Accounts

 

5,700

Independent
Registered Investment Advisors


Specific target areas: ETF’s, Mutual Funds, Individual Stocks, Individual Bonds, Stock Options, Restricted Stocks, Socially Responsible, Active/Passive Strategies, College Funding…

TD Ameritrade and NPC are separate and unrelated companies.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Osiwala Financial Group, OASIS and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

 

If you have any questions about our process and whether it might be pertinent to your situation complete this brief “Introduction Request Form”, and Adolfo, our Public Relations Manager will be happy to get back with you and answer any questions or help you coordinate a date & time if you’d like to meet with an advisor.

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