Our 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.