Oak Capital Management
Oak Capital Management is a full-service asset management firm located in the heart of New York City. Founded in 1993, we specialize in providing our clients with tailored portfolio management solutions that utilize a combination of fundamental, technical and macroeconomic analysis. Our investment strategies have enabled us to achieve consistent returns and have established us as a reliable source of capital growth and protection.
At Oak Capital Management, we aim to expand our services beyond traditional portfolio management in order to better meet the needs of our clients. As part of our commitment to our clients, we leverage the latest technologies and strategies to maximize returns and minimize risk. Our comprehensive suite of services includes:
• Equity Investments: Our equity investments are tailored to each client’s unique needs. We consider both long-term and short-term investments, and employ a range of strategies from value investing to growth investing.
• Fixed Income Products: We look to provide our clients with access to a selection of fixed income products, including bonds, structured products, and money market instruments.
• Asset Decumulation: Oak Capital Management also provides a tailored asset decumulation strategy for clients looking to reduce their exposure to risk. Our decumulation strategies focus on preserving capital and ensuring potential returns.
• Asset Allocation: We employ a dynamic asset allocation strategy to better manage clients’ portfolios in changing environments. We continually monitor the risk and reward of potential investments to identify potential opportunities and threats, and make adjustments accordingly.
• Alternatives: Our experienced team of professionals looks to provide clients with the ability to invest in alternative assets. We believe that these assets provide opportunities for diversification and can be used to mitigate risk.
At Oak Capital Management, we stand behind our commitment to our clients and strive to provide the highest-quality level of service and advice. We believe in partnership and trust, and are dedicated to helping our clients achieve their long-term financial goals. Our knowledgeable and experienced team of professionals looks forward to working with you.
Thank you for considering Oak Capital Management. Please contact us today to discuss your specific needs and to learn more about our firm and services.
