An Account for Your Investing and Trading Needs 

​1. Long Term Planning and Retirement Accounts

​​2.Tax Efficient Retirement Accounts (US Citizens Only)

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The Benefits

Low Minimums

24/7 Online Access

We believe that quality investments should be open to everyone. Investment accounts can be opened with account balances of $250,000 USD. We also work with clients who may not yet have reached this level, but are saving towards that number.

Gain access to your investments online, 24 hours a day, 7 days a week. Your online account will allow you to view live valuations, make online trades, receive news, and analysis. You can even monitor your investments on the go through an app accesible through your mobile phone or tablet. 

Complete Flexibility

Extensive Investments

We understand that unexpected events in life happen; from buying a new house to expensive health care bills.  Our clients have 100% access to their investments from day one. ​No lock in periods. No entrance fees. No exit penalties.

Direct market access to stocks, bonds, and options from over 100 market centers in 24 countries. Gone are the days of expensive front end load mutual funds. Contact us for a full list of available investments.

Advanced Benefits

O&G clientele also enjoy a range of benefits that many advisors do not have access to. These include stock yield enhancements, limit/stop orders, market making/taking rebates, and tax loss harvesting. Please contact us to learn more.

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​Working with O&G Capital Management
Life is unpredictable and becoming ever more complex. Your family, work, health, and home needs are continuously changing as well. You deserve solutions that are specific to your unique goals, not a one size fits all approach.

An advisor can help. We meet with you regularly and take the time to understand your specific needs. We put our decades of experience to work to help you sort through the financial complexities of life, and offer sound financial insight.

What you can expect from us
Complete Transparency

• Explanation of all risks associated with each investment or strategy​
• Frequent portfolio reviews, making sure your short and long term goals are aligned

Advice customized for you with a disciplined wealth management process:

• Evaluations of your financial situation and help prioritizing what you hope to achieve
• A clearly defined investment process
• Regular monitoring of your progress and offering adjustments as your needs change
• Tools and expertise that embody the best thinking of the firm​

Get in touch
Call, Chat, Email 24/7 or visit our office

Call Us: +1 508 598 7590
Email: [email protected]
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About O&G Capital Management
O&G Capital Management is a Registered Investment Advisor providing investment management services to individuals and institutions around the world. It lays claim to a rich heritage of investment family wealth, and relies on decades of experience in the field.

Learn how our investment management capabilities can help you achieve your goals by speaking with one of our professionals today.

Registering as an Investment Advisor does not indicate that the adviser has attained a particular level of skill or ability. It is very important to do your own due diligence when selecting a firm to manage your wealth. We invite you to request a copy of our Code of Ethics to learn more about our stringent compliance programs.

Talk to us directly:​

Follow us: 

Boston, USA: +1.508.598.7590
[email protected]

Framingham Massachusetts, 01701, United States of America​