Oriental Managed Investment
Define your financial profile and objectives. Build a balanced portfolio that is constantly monitored and that reflects your own investment strategy. Receive advice from a team of professional money managers.
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Investment management services platform
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Rely upon the experience, expertise, and resources of professional money managers
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Convenient annual fixed-rate fee based on assets
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Conservative to aggressive risk tolerance level
Choose the OMi program that suits you best.
| Benefits | Office-Managed Account | Mutual Funds Managed Account | Unified Managed Account | Separate Managed Account |
| Investment instruments | Mutual Funds and ETFs with pre-defined investment strategy | Wide range of mutual funds | Multiple | Multiple |
| Money Managers |  |
Multiple Managers | Multiple Managers | Multiple Managers |
| Multiple investment instruments in a single portfolio | N/A | N/A | |
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| Tax efficiencies | N/A | N/A | |
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| Minimum required initial investment | $15,000 | $50,000 | $250,000 | $500,000 |
Disclosures
FDIC does not insure investment products; they are neither deposits nor obligations of Oriental Bank and Trust and are not guaranteed by Oriental Financial Group. All investment products are subject to investment risks, including the possible loss of principal. This information is neither an offer to sell nor a request for offers to purchase securities. The offer is only made through the prospectus. Request a prospectus on each investment product and study carefully before investing. Past results are not a guarantee of future returns.
