Funds Strategy / Asset Consulting
Oakvale Treasury’s Asset Consulting offers a specialised advisory service for institutions with low risk investment profiles such as Local Government and other Government entities, health funds and charitable organisations.
Oakvale Treasury is a leading supplier of independent advice, transactional support and comprehensive tailored reporting to Local Government in Australia.
Oakvale Treasury’s Asset Consulting services equip your organisation with independent, expert information that enables you to make better decisions.
Central to all our investment recommendations is that each is filtered according to your organisation’s investment risk profile and policy. You can choose the elements of our asset consulting service that match your specific needs.
By partnering with Oakvale Treasury, your organisation will receive:
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Stability and Reliability
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Tailored investment policy and advice
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Independent and unbiased investment recommendations
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Comprehensive, timely and efficient monthly reporting
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A fully transparent and highly competitive flat fee structure
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Enhanced Corporate Governance
Draw on Oakvale Treasury’s Asset Consulting expertise. Contact Oakvale Treasury today to learn more.
Advisory