Investment Advisory
Coming SoonA planned registered-adviser relationship, separate from your tax engagement.
The future investment-advisory offering is intended to be delivered through an appropriately registered investment adviser, or RIA. This page describes a planned service model; it does not identify OSA's current tax-advisory business as an operating RIA.
Coming Soon. Future investment-advisory and investment-management services would be provided through an appropriately registered investment adviser under separate agreements and fees. Availability and timing are subject to provider arrangements, applicable registration requirements, and operational readiness. These services are not included in the current OSA tax-advisory subscription.
Before anything begins
What would have to be settled first.
Before any investment-advisory engagement, the responsible provider, service scope, fees, material relationships, and required disclosures will be identified. Clients would enter a separate agreement for investment services.
Keeping or purchasing OSA tax services would not automatically enroll a client in investment management.
Provider arrangements, availability, fees, and launch timing have not been finalized. Current OSA tax-advisory services do not include securities recommendations, portfolio management, trading, or asset custody.
How the relationships would fit together
Two engagements, not one.
The separation is the design, not a technicality. Each provider would be responsible for its own separately engaged services.
Tax strategy
OSA continues to provide the tax services in the client's written tax engagement.
Investment advice
The future registered adviser would be responsible for the investment services in its separate advisory agreement.
Client choice
A client may retain existing professionals. Information-sharing and any coordination would follow appropriate authorization and agreed roles.
Stay informed
Coming SoonUpdates only, and only if this becomes available.
Interest registration is for updates only. It is not an advisory application, investment recommendation, account opening, reservation, or agreement to transfer assets.
Coming Soon. Future investment-advisory and investment-management services would be provided through an appropriately registered investment adviser under separate agreements and fees. Availability and timing are subject to provider arrangements, applicable registration requirements, and operational readiness. These services are not included in the current OSA tax-advisory subscription.