OFA is a Registered Investment Advisory firm founded in 2006, specializing in providing tailored services for high-net-worth families. With a focus on unconstrained investing, the firm operates free from institutional and corporate conflicts, underlining the value of independent advisory services. OFA's investment approach revolves around strategic asset allocation to construct diversified, efficient long-term portfolios aligned with clients' specific needs such as income requirements, downside risk tolerance, and time horizon. These portfolios are implemented through a blend of passive and active strategies, ensuring optimal outcomes tailored to each client's unique financial circumstances. With an emphasis on providing truly objective and client-centric advice, OFA stands out in the Finance and Financial Services industries.
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