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!
We offer a complimentary "Get Acquainted" meeting to describe our services and to see if our services are right for you.