Essential Products to Meet the Concerns of High-Net-Worth Families*
The Advantages of a Personal Data Registry
For over 20 years I served as a private portfolio manager to high-net-worth families focused on two clear objectives – protecting and growing personal wealth.
Ten years ago, I faced a far more challenging task – leading the administration & care of my own parent’s affairs. Although a father of four, I had little experience dealing with the complexities of overseeing the health, welfare and protection of two, well into their 80s.
Recognizing the intensity of those experiences I founded Oasis/A.I. whose sole mission is to harness the power of Artificial Intelligence analytics to design innovative product solutions to address real issues so many of us “Boomers” (and our children) face today:
- Centralized Personal Data Reporting
- Discovery of Unrealized Financial Risk & Vulnerabilities
- Construction of New-Found Wealth & Succession Plans
Explore how Oasis/A.I. Products are designed to protect your personal data and discover the unknown threats & unrealized opportunities to advance your family’s legacy beyond portfolio management. Contact us for a confidential discussion or a personal product demonstration.
Our application of x/A.I. and other Artificial Intelligence allows our products to be fully integrated to address the personal objectives of each client. There are no “cookie-cutter” solutions – unlike those offered via “traditional” advisory or wealth management services.
Our experience identifies the problems – A.I. provides the solutions.
Personal Data Registry
Gain Immediate Access to Life's Most Critical Data Anytime - Anywhere!
A.I. Portfolio Risk Diagnostic
Strip-out the Hidden Risks & Common Mistakes in Your Portfolios for Smarter Investing
New Wealth Structure Design
Build a Solid Foundation for New-Found or Inherited Wealth Before Emotions Take Over
Explore Oasis/A.I. Products to Mitigate Your Exposure to Life’s Uncertainties
...it allowed me to assemble all of the important data for banking, investments, health care and even funeral & final internment plans...
...my wife & I are now confident our sons will be able to follow our plans just by accessing our P.D.R. File...
...Oasis/A.I. Products are very perceptive and address the challenges that many of us have...
...When I look at catastrophes like the LA Fires or the Floods of Western NC, I think, our P.D.R. File will allow us to pick-up the pieces immediately!...
...I wish I would have found the P.D.R. File weeks ago...
...it took me over a month to assemble all my own information...
...looking back, it would have been far easier to complete the Oasis A.I. Software, ...and my files aren't even encrypted...
...Oasis/A.I. Financial Analytics uncovered flaws in my managed portfolios. I couldn't believe I owned 6 of the top 10 index stocks repeatedly in all 10 of my ETFs...
...I thought I was diversified, instead I was just duplicating positions in different funds. That's not intelligent investing...
Oasis/A.I.’s Commitment to Responsible AI
By prioritizing explainability, risk mitigation and human action principles, Oasis/A.I. strikes the perfect balance between AI-driven efficiency and human expertise. We are committed to helping your family or business boost their financial efficiency while maintaining the highest standards of quality, confidentiality, transparency and control.
Let’s Make Oasis/A.I. Work for You
We understand the AI buzz is quite overwhelming. Join us for a focused workshop where we will share how optimizing AI Analytic Programing can eliminate the hidden mistakes and common concerns with family financial affairs. Let us clear the noise of the financial service industry and create impactful results together. Schedule your session now.