Our Services

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.