An Independent
Investment Advisory Firm

Investment Philosophy

Given the complexity of today's financial markets, successful investing requires a significant commitment of time, knowledge, and on-going attention. Yet most investors only manage their portfolios part-time and find most investment decisions to be daunting. At Oak Asset Management, we believe investors are best served by engaging investment professionals to design, manage, and monitor their portfolios. We are an independent investment advisory practice providing comprehensive asset management strategies for affluent individuals, families, and corporate investors.

Managing Risk

  • Risk

    Do You Know How Much Risk Is In Your Investment Portfolio?
  • Get started

    To receive a free portfolio risk analysis, click "What's Your Risk Number?"

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.


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