A Trusted Guide
for Navigating Markets
Build on Experience, Powered by AI
Learn more about how OAR Financial partners with Financial Advisors to Maximize their Opportunities for Growth
Introducing Agentic AI for OAR clients...
AdvisorClaw brings production-grade agentic AI directly into your OCIO workflow. Run portfolio analytics, generate due diligence reports, and automate recurring deliverables — all through persistent AI agents that learn your process, not just your prompts.
Specialized agents for portfolio analytics, manager research, and client deliverables. One platform. Infinite workflows.
“As we began building and deploying real AI workers inside our own business, it became obvious that the advisor market needed something far more robust than a chatbot bolted onto a CRM. True Agentic AI is a powerful tool and advisors that adopt it now will have a material advantage.”
See How Clients are Using AdvisorClaw
Watch our getting-started walkthrough, then go over-the-shoulder as we run one of many real client workflows from start to finish to demonstrate the power of AdvisorClaw in your practice.
Watch how you can get up and running with your AI employee in under 2 minutes…
Watch this “over the shoulder” video of an actual client workflow using their AdvisorClaw instance.
“Adopt AI or get left behind by those that do…”
Services
We offer a wide variety of financial services
Model Portfolio Solutions
Tailored investment portfolio solutions that are developed through adviser collaboration.
Custom Direct Indexing
Index customization that creates specific and purposeful exposures tailored to the investor’s needs.
Institutional Research
Dedicated investment research and portfolio management staff available for Investment Committee Meetings, Branded Market Commentary, Trading/Rebalancing, Ongoing Due Diligence and more
Custom AdvisorClaw Terminal
A dedicated VPS with AdvisorClaw's powerful agentic suite of AI agents & tools. Designed to serve as real employees.
About us
OAR Financial serves growth minded advisors that are looking for an improved investment offering, tax mitigation strategies, and more bandwidth to scale their business. OAR provides end-to-end Investment Management services that dynamically adapt to market cycles and increase the amount of time and focus that owners can spend on building their business.
What we do
We are Dedicated to Unlocking the Full Potential of Growth-Minded Financial Advisory Firms
Focus
The Types of Advisers We Serve
Growth Minded
Growth minded advisers are in acquisition mode. Whether its new clients, new advisers, or new books of business, you’re seeking an edge in your growth. Learn more about how OAR Financial partners with growth minded advisers.
Breakaways
Breakaway advisers are on the move. Whether you’re leaving your former firm to expand product offerings, or seeking to establish a new Registered Investment Adviser, learn more about how OAR Financial can be a reliable partner in your new endeavors.
CFP's, CPA's, Insurance Representatives
As a financial practitioner, your expertise encompasses a myriad of domains, including retirement strategizing, tax planning, and assessing estate requirements. Learn more about how OAR Financial partners with advisers like you to provide institutional quality investment solutions that enhance and expand your solution set.
Schedule a Demo Today and Experience the Future of Financial Advisory
Your Key to Unlocking Growth is Only One Click Away