Reducing uncertainty in managing your investments

14+

YEARS WORKING WITH WEALTH MANAGERS, FAMILY OFFICES AND QUALIFIED INVESTORS

700+

STRUCTURED NOTES ORIGINATED

10

ACTIVELY MANAGED CERTIFICATES

ISA REGULATED

PORTFOLIO MANAGEMENT LICENSE

Predictable outcomes lead to better decisions

Oasis is a buy-side investment boutique specializing in structured notes.
We help investors and wealth managers use structured notes to create more predictable portfolio outcomes.

OUR DNA

THE PROBLEM

Volatility is not the risk.
Poor decisions during volatility are

Market declines are frequent and unavoidable.
The problem is not the decline, which you cannot control. The challenge is the decision it provokes.
And that decision often does lasting damage:

CHANGING COURSE UNDER PRESSURE

LOSING SIGHT OF THE ORIGINAL RATIONALE

TURNING A TEMPORARY LOSS INTO A PERMANENT ONE

FOR THOSE WHO MANAGE CAPITAL FOR OTHERS, THE SAME PRESSURE

BECOMES A QUESTION OF TRUST.

THE SOLUTION

Improving decision-making through structure

The goal is not to make better predictions. It is to reduce the need to rely on them in the first place.

STRUCTURED NOTES, PROPERLY DESIGNED TO MEET A DEFINED OBJECTIVE, CAN HELP DO THAT.

BETTER DECISIONS

THE FIT

Good decisions start with a good fit

Aligning structure with specific portfolio goals

YIELD
ENHANCEMENT

For yield-oriented investors looking for predictable coupons and bond-plus returns.

Read case study

CONTROLLED GROWTH

For growth-oriented investors uncomfortable with full equity downside risk.

Read case study

REDUCED
EMOTIONAL FRICTION

For investors who value clarity and discipline over frequent decision-making.

Read case study

CUSTOMIZED OUTCOMES

For investors with specific objectives that require a more precise risk/return profile.

Read case study

Let's talk
about fit

SPEAK WITH US

Structured Notes are not for every portfolio. But when the fit is right, they can be an effective tool for improving decision-making under uncertainty.

Whether you invest your own capital or manage it for others, we would be glad to speak.

*Qualified/Classified Investor, as defined in the Securities Law - 1968.

Reducing uncertainty in managing your investments

14+

YEARS WORKING WITH WEALTH MANAGERS, FAMILY OFFICES AND QUALIFIED INVESTORS

700+

STRUCTURED NOTES ORIGINATED

10

ACTIVELY MANAGED CERTIFICATES

ISA REGULATED

PORTFOLIO MANAGEMENT LICENSE

Predictable outcomes lead to better decisions

Oasis is a buy-side investment boutique specializing in structured notes. We help investors and wealth managers use structured notes to create more predictable portfolio outcomes.

Volatility is not the risk. Poor decisions during volatility are

Market declines are frequent and unavoidable. The problem is not the decline, which you cannot control. The challenge is the decision it provokes. And that decision often does lasting damage:

CHANGING COURSE UNDER PRESSURE

LOSING SIGHT OF THE ORIGINAL RATIONALE

TURNING A TEMPORARY LOSS INTO A PERMANENT ONE

Improving decision-making through structure

The goal is not to make better predictions. It is to reduce the need to rely on them in the first place.

Good decisions start with a good fit

Aligning structure with specific portfolio goals

YIELD ENHANCEMENT

CONTROLLED GROWTH

REDUCED EMOTIONAL FRICTION

CUSTOMIZED OUTCOMES

Let's talk about fit

Structured Notes are not for every portfolio. But when the fit is right, they can be an effective tool for improving decision-making under uncertainty. ​ Whether you invest your own capital or manage it for others, we would be glad to speak.

Oasis is a buy-side investment boutique specializing in structured notes.
We help investors and wealth managers use structured notes to create more predictable portfolio outcomes.

Volatility is not the risk.
Poor decisions during volatility are

Market declines are frequent and unavoidable.
The problem is not the decline, which you cannot control. The challenge is the decision it provokes.
And that decision often does lasting damage:

YIELD
ENHANCEMENT

REDUCED
EMOTIONAL FRICTION

Let's talk
about fit

Structured Notes are not for every portfolio. But when the fit is right, they can be an effective tool for improving decision-making under uncertainty.

Whether you invest your own capital or manage it for others, we would be glad to speak.