401(K) HONOLULU - Key Persons


Garry Graham

Job Titles:
  • Founder and President of Oracle Portfolio Management, ( OPM ) Has an Extensive Business and Teaching Background That Goes Back
As one of the nation's leading mutual fund experts, Garry is the author of the best selling TrueSpeak ™ educational series Guerrilla Tactics for Mutual Fund Investing…what your banker doesn't know and what your broker can't tell you™. In addition, Garry has taught investors around the world the in-and-outs of "Safety First" mutual fund investing. As a Certified Financial Planner™ and a Chartered Market Technician™ Garry has the financial expertise to guide investors towards the successful obtainment of their financial goals. In 1989 Garry received his Certified Financial Planners™ designation and in 1992 was awarded by the Market Technician Association the designation of Chartered Market Technician ™ (CMT), one of only 200 such professionals so honored in the United States at that time. Garry ensures his cutting edge acuity in the financial arena by maintaining active membership with the prestigious Market Technician Association (MTA), The Market Analyst of Southern California (MASC) and the Foundation for the Study of Cycles. Garry was born in Brooklyn, New York. Educated in England, Italy and the US had an early interest in money and stocks. As Garry's interest in the stock market grew he became registered with the National Association of Securities Dealers and with the California State Department of Insurance in 1986. The bond market crash of 1986 brought Garry's attention the losses both in value and time to the individual investor. His personal desire for increased safety and returns guided him to develop proprietary computer market strategies and algorithms to measure and manage mutual fund risk and reward ratios. This lead to a series of improving market models and ultimately created the genesis for Oracle Portfolio Management, a fee only investment management firm. As a Registered Investment Advisor with the State of California and Hawaii today Garry's goal is with integrity and passion help his client's reach their financial objectives in the shortest possible time and with the least possible anxiety. Garry Graham, founder and president of Oracle Portfolio Management, (OPM) has an extensive business and teaching background that goes back more than 35 years.