WELCOME TO O’CONNOR PORTFOLIO MANAGEMENT!

OUR FEATURED PUBLICATIONS & PRESS RELEASES

The Wall Street Journal, Wealth Management Journal Report, Sept., 2016
PRWeb, News Center, Sept., 2016
Forbes Magazine, Florida Financial Leaders,
Dec., 2014
Forbes Magazine, California Financial Leaders,
May, 2015
As Seen in The Wall Street Journal,
Dec 12, 2016
As Seen In Forbes Magazine, Women Business Leaders,
June 13, 2017

Portfolio Management

Each portfolio is managed separately. This distinguishes us from the mutual fund, and managed money industries.

Charting

Charting is an important risk management tool. It helps us decide when to exit stocks, and enter more defensive positions

Technical Analysis

Technical analysis can provide an entry point to “buy the dips”. Support and resistance levels are price decision making tools.

Cyclical Analysis

Cyclical analysis answers the question, “Where should I invest?” Sector and industry analysis can enhance performance more than large cap, mid cap, and small cap, stock style analysis

Fundamental Analysis

Fundamentals of a company are premier; but cannot be the only means to rely on for performance. Generally, stocks fall as a group, despite fundamentals.

Financial Planning

We build your individual plan using all of these analyses. It is the reason why YOUR plan is unique from another.

U.S. MARKETS TODAY

WHAT WE ARE WORKING ON