Oakley Capital Group
Tucker Oakley is an experienced consultant and investment advisor, currently serving as Principal at Oakley Capital Group since 2017, where the focus is on providing value-added services to small business owners and managing low-beta investment portfolios. Previous roles include Finance & Operations Manager at Casa De Amma, Business Consultant at the Orange County Inland Empire SBDC Network, and Corporate Director of FP&A at Apex Parks Group, where Tucker oversaw financial processes for a portfolio of entertainment locations. Earlier experience includes positions at Trancas Capital, D.A. Davidson Companies, and Wedbush Morgan Securities, showcasing a strong background in finance, investment analysis, and consulting. Tucker holds an MBA in Finance/Entrepreneurship and dual undergraduate degrees in Quantitative Economics and Finance from the USC Marshall School of Business.
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Oakley Capital Group
Oakley Capital Group was formed to deliver investment advisory services to individual investors. Our strategy is straightforward: Determine a suitable investment portfolio based on the individual’s age, financial goals and specific risk tolerance, then invest in well-established companies with solid growth stories and consistent dividend payouts. We provide our clients with insights into investment principles and practices that are invaluable, especially in volatile markets when performance can fluctuate dramatically. Our investment discipline is an analytical approach that emphasizes broad diversification of asset classes and investments. In some circumstances, our recommended investment discipline may focus on a narrow group of assets that best fit the client’s desires and needs.