Investment Strategy

In finance, an investment strategy is a set of rules, behaviors or procedures, designed to guide an investor's selection of an investment portfolio. Individuals have different profit objectives, and their individual skills make different tactics and strategies appropriate.


As an investor with The Investment Consulting OiiO Group, you deserve our personal and professional attention. We understand our investors have specific needs at different times throughout their lives, and we assist our clients by providing individual investment plans and comprehensive recommendations. At The Investment Consulting Group our clients are individuals with unique aspirations, and helping each of them realize their objectives is always our focus.

Our independent practice offers the advantage of enormous portfolio flexibility while enjoying access to the resources of Wells Fargo Advisors Financial Network. We're here to use our decades of experience to help educate and assist you in pursuing your financial ambitions, and we want to be your trusted advisor—always there to guide you when you are making financial decisions.