Independent
Your Strategic Asset Management Team
Oram & Kaylor - Strategic Asset Management
We are committed to providing our clients with comprehensive financial planning and investment
management to help them reach their defined goals and objectives, utilizing a wealth management
framework which promotes economy, ongoing asset evaluation and stewardship of resources.
Our investment programs and services include:
We are committed to providing our clients with comprehensive financial planning and investment
management to help them reach their defined goals and objectives, utilizing a wealth management
framework which promotes economy, ongoing asset evaluation and stewardship of resources.
Our investment programs and services include:
An investor should carefully consider the investment objectives, risks, charges and expenses before investing. The fund prospectus contains this and other information about the investment company. For a copy of the prospectus, please contact your advisor. Read the prospectus carefully before investing or sending money. past performance is not a guarantee of future results Any tax or legal information provided here is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.
Securities offered through Securities America, Inc., Member FINRA/SIPC, Darin Kaylor and Blair Oram, Registered Representatives. Advisory services offered through Securities America Advisors, Inc. Oram & Kaylor Strategic Asset Management and the Securities America companies are not affiliated.
Securities offered through Securities America, Inc., Member FINRA/SIPC, Darin Kaylor and Blair Oram, Registered Representatives. Advisory services offered through Securities America Advisors, Inc. Oram & Kaylor Strategic Asset Management and the Securities America companies are not affiliated.
| • | Alternative Investments including REIT’s, 1031 Exchanges and Tenants in Common |
| • | Brokerage Accounts (Individual stocks and bonds) |
| • | Comprehensive Financial Planning |
| • | Fee-based Programs |
| • | Individual Retirement Accounts (Traditional & Roth IRA) |
| • | Life Insurance and Annuities |
| • | Long Term Care Insurance |
| • | Mutual funds |
| • | Qualified Retirement Plans (401(k) & 403(b) |
| • | Small Business Retirement Plans (SEP-IRA, SIMPLE-IRA) |
Experience
Support
