Services

Portfolio Risk Analysis

Major Wall Street firms like to use ambiguous terms, such as “conservative” or “moderate growth”, to describe an investor’s risk tolerance. However, the risk/return tradeoff is specific to each investor and generalizing client risk tolerance doesn’t benefit anyone in the advisor-client relationship. At Oak Asset Management, we utilize analytical tools that offer an objective, mathematical approach to removing subjectivity, by quantifying the risk of investors and portfolios.

To receive a complimentary risk analysis, click “Does My Portfolio Fit Me?”

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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