Oasis/A.I. Financial Analytics & Design was created to harness the experience of serving the financial affairs of High-Net-Worth Families for over 20 years, with the power of Artificial Intelligence Analytics to produce innovative solutions for common, yet often unresolved challenges successful families face today.
“oasis” is defined as a refuge from the harsh, mundane or ordinary environment, which we equate to the generic financial service, wealth management & data protection industries.
We are NOT investment advisors competing for assets under management. We provide stand-alone products that aim to maximize your probabilities of success & protection.
We invite you to explore our tailored product solutions that help protect, grow and extend your family’s lagacy & interests.
Tom Robertson – Founder & Chief Product Designer
Tom began his financial service career in 1994 with LPL Financial (Linsco/Private Ledger) selling 401(k) programs to small business and medical professionals in the DC Metro Area. He held two General Securities Licenses, Series 7 & 63, adding the Uniform Investment Law Exam – Series 65 Investment Advisor designation in 1997.
Tom succeeded his 12 years at LPL with a 2-year move to Northeast Asset Management in New York before becoming Managing Partner in Oasis Capital Management, LLC in August of 2008. His experience through the Crashes of 2000 & 2008 forged a deep understanding of the need for true diversification vs. the traditional, firm promoted investment product mix. This strategy extended in 2011 to include equity/index/Treasury & volatility options, as well as commodities, physical metals and digital currencies.
Tom has successfully, with integrity & confidentiality, served the financial affairs of High-Net-Worth Families for more than 20 years.
He maintains an active lifestyle, with his wife Catherine in Wilmington NC. They have four wonderful, adult children with growing families of their own. Contact Tom privately at: trobertson@oasisai.pro