OakTree Financial Planning

OakTree Financial Planning is a Financial Planner in Fort Collins, CO, located at 155 Boardwalk Dr #300. It holds a rating of 5.00 based on customer reviews.

OakTree Financial Planning is part of Oaktree Capital Management, a global investment firm and leader in alternative investments. As part of Brookfield’s credit platform, the firm specializes in credit, equity, and real estate strategies. Credit strategies invest in liquid and illiquid instruments sourced directly from borrowers and via public markets. Equity strategies focus on traditional private equity, special situation opportunities, and listed equities across various regions and market sectors. The real estate platform capitalizes on a global footprint and multi-disciplinary capabilities.

Since 1995, Oaktree has emphasized an opportunistic, value-oriented, and risk-controlled approach. The investment philosophy prioritizes preventing losses and achieving superior performance with less-than-commensurate risk. Decisions are driven by a bottom-up process based on proprietary, company-specific research rather than predicting economic shifts. Each portfolio focuses on a single investment specialty to maintain a knowledge advantage in less efficient markets. The firm is co-founded by Howard Marks and Bruce Karsh. Leadership includes Co-Chief Executive Officers Robert O'Leary and Armen Panossian, Chief Investment Officer Bruce Karsh, Chief Operating Officer Jay Ghiya, Chief Financial Officer Karly Lancaric, and Vice Chairman John Frank.

The business has earned a positive rating from the customers who have reviewed it, reflecting strong local service. OakTree Financial Planning brings this commitment to specialized investment strategies to the Fort Collins community.

OakTree Financial Planning sits on Boardwalk Drive in Fort Collins, Colorado, just a tenth of a mile from Banner Health Urgent Care and South College Avenue. The office is also near the Boardwalk Fort Collins Post Office, which is about two tenths of a mile away.

BizScoreAI awarded the business a perfect 100 out of 100 for its Schema and Structure score. This strength ensures that AI assistants and search engines can clearly understand what the business is and what it offers. The firm also received a solid 79 out of 100 for its Technical score, which confirms that the website is secure and indexable so search engines can read it without errors.

Services:

• Client Portal Access
• Credit Strategies
• Equity Strategies
• Real Estate Investment
• Sustainability and Philanthropy