Our Services

Investment Management

At Oladipo Wealth Management, we provide customized investment solutions with your needs in mind.

A holistic approach to wealth management

We can help simplify the somewhat complex investment process and design an investment program around your needs and individual objectives.
Our holistic and comprehensive approach of integrating wealth management with risk management allows us to provide differentiated investment solutions and tax-favored protection strategies for the benefits of our clients.

Uniquely designed to meet your needs

You will have access to a variety of programs and strategies, ranging from pre-designed exchange-traded funds (ETF) and/or mutual fund asset allocation models, to more complex separately managed accounts (SMA) offering a wide variety of investment disciplines, to customized asset allocation strategies that combine multiple investments in a single account — all uniquely designed to meet your needs.

Our Process

We Discover

We work with you to understand your specific needs, your investment goals and learn how your assets are currently being managed.

We Review

We review the vast array of available investment programs to determine which one(s) are consistent with your risk tolerance and investment objectives.

We Solve

Once your custom solution is determined, we present a personalized proposal on how they will be managed, priced and supported over time to address your needs and help you achieve your goals.

We Execute

After your account is opened and the strategy is executed, you will receive a consolidated report that tracks the progress of your overall account and individual investments. At any time, if your needs evolve or change, your IA-Rep is available to work with you to make changes to the account.

We Provide Ongoing Advice

One of the key benefits of an investment advisory relationship with us is that you don’t have to worry about the ongoing oversight of your investments. We provide you with ongoing investment advice and monitor your progress every step of way.

Brokerage Products

Whether you’re investing to buy your first home or starting to plan your retirement, Oladipo Wealth Management advisors1 can help. With an investment brokerage account, our advisors can help you navigate your choices and connect you with investments that may help you reach your financial goals –no matter where you are in life.

MMLIS Wealth Management Services (WMS)²

Consolidated, Steady Pricing | Client-Friendly Reporting on Investments

WMS offers more than 130 portfolio choices, 260+separate account managers, multiple unified managed account arrangements, and a program that offers an IA-Rep-managed customizable investment approach.

Mutual Funds

Portfolio Diversification | Professional Management | Liquidity

When you invest in a mutual fund, you join other investors with similar financial goals whose money the portfolio manager has pooled to invest in a portfolio of stocks, bonds, money market instruments, and other securities. Investments in a mutual fund are selected and monitored by a professional portfolio manager who decides when to buy and sell the investment held by the fund, based on the fund’s investment objectives.

Exchange-Traded Funds (ETFs)

Diversification | Tax Efficiency | Lower Cost

Exchange-Traded Funds (ETFs) are investment vehicles that generally track a market index, such as the S&P 500® Index. ETFs trade on major exchanges like individual stocks, so their prices may vary throughout the day. There are thousands of ETFs available for investing, with varying complexities and market risks.

Individual Retirement Account (IRA)

Tax Advantage | Investment Flexibility

With an IRA, you’re able to save for retirement with tax advantages. Compared to a 401(k), which you usually invest in through payroll contributions at your employer, an IRA is opened by an individual through a financial services provider, such as an investment firm or bank. IRAs allow you to choose among investment options like mutual funds, individual securities, and annuities. There are two common types of IRAs: traditional and Roth; each have different eligibility requirements, contribution limits, and tax benefits.

Section 529 Plans

529 Tax Advantages | 529 Contribution Limits | 529 Plan Types | 529 Investment Options

529 plans are state-sponsored investment programs that are designed to help you meet your higher education goals. So if you want to help pay for your child’s college tuition or even the tuition of another family member, 529 plans can help. By offering a range of benefits including attractive tax advantages and flexible investment options, 529 plans can help you save for tuition and even room and board.

Securities Backed Lending (SBL)3

An important aspect of a balanced wealth management strategy is helping you reach and maintain an appropriate liquidity plan. Whether you are faced with an unexpected expense or a time-sensitive opportunity, having ability to loan against your securities account may give you access to the liquidity you need while remaining focused on your long-term financial goals.

Call us, message us or schedule a quick meeting.

Our contact details are listed below. If you would like to send us a message, please use the form provided. You may also instantly book a 30 minute meeting with us.
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