Services

Portfolio Management

As an independent investment advisory firm, Oak Asset Management provides individual portfolio management on a discretionary basis. Our disciplined approach combines fundamental research, proprietary valuation models and proper diversification. We invest in companies with strong cash flow, consistent earnings, and managements committed to creating shareholder value. Furthermore, portfolio construction is influenced by a client’s goals and profile.

Ultimately, our clients know what they own and why they own it!

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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