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Charlotte Yochem, J.D.

Oxbow Advisors
Investment Advisory

Contact Information:

3520 Bee Cave Road, Suite 125
Austin, TX 78746
United States
T: 210-831-9404 direct
www.OxbowAdv.com

Years in Business:

 

12

Clients I'm Seeking:

 

Investable liquid capital of $1 Million plus

About My Business:

 

My firm manages conservative investment portfolios for a select clientele. A large segment of our clintele are former business owners who have sold their business for $5 Million and up. Most of our clients are fairly risk-averse, which defines our style of management. We have been managing for this clientele for almost 30 years and feel fortunate to have such down-to-earth clients with whom to work.

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