Services

401(k) Allocation Consulting

As fiduciaries, we provide investment advice for all aspects of our clients’ wealth. In addition to providing advice for assets managed here at Oak Asset Management, we offer investment allocation consulting for assets invested in employer-sponsored retirement plans. Employee 401(k) investment allocations are often overlooked. In many cases, employees take the “set-it and forget-it” approach to managing their retirement plan assets. We believe both portfolio management and risk analysis play a critical role in achieving your investment objectives for taxable and tax-deferred assets.

Financial Advice

We invite you to begin a working relationship with Oak Asset Management
and allow our team of professionals to design, implement, and manage an
integrated investment management solution tailored to your personal needs.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (805) 778-0818
  • E-Mail:
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Clients

Oak Asset Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Oak Asset Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Oak Asset Management, LLC unless a client service agreement is in place.
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