Investment Philosophy

To help grow our clients’ wealth over time by investing in companies with strong cash flow, consistent earnings, and management committed to creating shareholder value. Companies with these characteristics tend to have the ability to reinvest in their business, acquire other businesses, buy back company stock or provide shareholders with a cash dividend. Dividends are a direct source of income and historically have been an important component of a stock’s total return. Even more compelling are companies that choose to reward shareholders by regularly increasing their dividend payments. These businesses are generally less sensitive to downward swings in the economy and can help provide a hedge against inflation. Most importantly, we believe that if a company can consistently raise dividends, capital appreciation will follow. The core of our clients’ portfolios is built on this principle .

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.


  • Phone:
    (805) 778-0818
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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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