Oaktree Investment Advisors

Oaktree Investment Advisors OakTree Investment Advisors is a wealth management and investment consulting firm. Founded in 2000 by Ronald E.

Heakins, Oakmont Investment Advisors, Inc., doing business as OakTree Investment Advisors, is a wealth management and investment consulting firm. We manage investments for individuals, pension and profit sharing plans, business entities, trusts, and non-profit organizations. Our clients enjoy personal attention to their accounts, quick response to service or maintenance issues, and one-on-one meet

ings with their investment advisor. We help our clients invest their hard-earned money in ways that provide them with safety and security, while seeking the best possible risk-adjusted returns. We take the time to understand a client’s risk tolerance, life situation, and investment objectives in order grow their wealth for current enjoyment and future generations. We ensure that each investment in a client portfolio is suitable per their risk tolerance and investment objectives.

09/18/2025

Illinois, Iowa, Mississippi, and Pennsylvania are considered to be the most tax-friendly states for retirees.

09/15/2025

OakTree is rolling a trading portfolio designed around 12 algorithms with a 9 year history. Call for details
412-802-8358

09/06/2025

The Bureau of Labor Statistics said Friday that employers added 22,000 positions last month, far fewer than forecast, and June’s figures were revised to a job loss, breaking a streak of payroll gains.
Bonds rallied after the report, with the 10-year yield and 30-year yield currently lower by about 0.08 percentage points each. (Bond prices move inversely to yields.)

09/04/2025

Zacks Black Box trading strategy quadrupled the S&P 500 over the last 10 years

07/13/2025

Our nation was founded on the principle that the people choose the government; the government cannot choose the people.

02/11/2025

KO stock climbed Tuesday after the beverage maker reported fourth-quarter earnings and revenue that surpassed Wall Street expectations.

Fourth-quarter earnings of 55 cents a share beat analysts’ call for 52 cents, while revenue of $11.5 billion topped expectations for $10.7 billion.

Global unit case volume increased 2% in the quarter, reversing a decline from the previous quarter, while organic revenue grew 14%.

Shares of Coca-Cola were up 3.9% to $67.07.

11/30/2024

Oil & oil products are now far and away America’s top exports.

11/29/2024

PepsiCo has a 4star rating from Morningstar and pays a 3.25% dividend

11/18/2024

I just spent 3 days in NYC working with the Investor Rights Clinics at the Law Schools of Fordham and St. Johns. It is so uplifting to work with so many young bright minds.

11/18/2024

“What we learn from history is that people don’t learn from history.”

- Warren Buffett

10/30/2024

The two parts of the Fed’s dual mandate are linked, so don’t overlook that, while some may say that despite recent easing, the labor market is “still tight,” that easing has been, and will continue to be, highly disinflationary. That’s what’s allowing the Fed to normalize rates.

David Rosenberg

Address

731 S Aiken Avenue
Pittsburgh, PA
15232

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Website

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