OKLO financial allows investors to participate in a quantitative asset management strategy that yields an extremely diversified portfolio. The diversified nature of the portfolio provides the expectation that it will make money under many market conditions.

The OKLO Core Investment Program is specifically designed to be the core holding of one’s financial assets. This is not to say that there are no risks involved, but our objective is to manage assets in a responsible manner while operating under the assumption that these assets are extremely important to the investor and any substantial loss would have significant repercussions for the client’s long-term financial well being. OKLO financial is focused on investing - not speculation.

OKLO has developed a very specific, and we believe unique, approach towards portfolio diversification. We quantifiably diversify using a statistically-driven portfolio selection algorithm which yields dynamic asset weights based upon our estimates of volatility. Furthermore, the model contains a proprietary calibrated measure which allows us to associate an expected return with a given level of risk. As a result, we have the ability to select a portfolio, simultaneously state its expected risk and return at the time of selection, and then, as time passes, we are able to compare our estimates with the actual results. We feed this information back into the model, re-calibrate our measures, and refine our future estimates.

Diversification requires continual portfolio maintenance. Without proper rebalancing, the portfolio will drift into a state where the core assets do not have optimal weights. One must, however, weigh the benefits of rebalancing against the detrimental effects of excessive trading. Trading always induces an expense. It is a source of friction guaranteed to grind away at one's assets.Therefore, we go to great lengths to eliminate unnecessary transactions. Our rebalancing algorithm achieves this goal by implementing a robust statistical approach.

Investors participate in the OKLO Core Investment Program by establishing portfolios that closely track our Model Portfolio. Our clients simply need to open and fund an account and we do the rest.

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