Robert, a successful businessman, has been with OGA for over a decade and his portfolio had an aggressive growth strategy for many years. He had other assets in retirement accounts invested in mutual funds as well an account managed by another firm. Listening closely to Robert’s stated financial goals and his plans for the future we worked with him to revise his investment objectives and guidelines to a more conservative asset allocation with less market volatility. Robert decided to consolidate his multiple accounts with OGA in order to achieve his conservative investment objectives more effectively. OGA is able to ensure that his conservative asset allocation is maintained across all of his investments, re-balancing when needed to give Robert peace of mind with his limited market exposure.