Oakvale Investments Inc.

Overview

Oakvale Investments Inc. is a small, privately owned corporate adviser focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and concentrates its work on high-net-worth individual and family clients. Investment activity skews heavily toward publicly traded equities, implemented through exchange-traded instruments and separately managed equity sleeves. Oakvale does not identify as an active ESG investor and it does not function as a capital allocator or pension consultant. The adviser’s operating model is discretionary: nearly all reported assets are managed on a discretionary basis. Given the firm’s client count and average client size, Oakvale operates as a boutique wealth manager that builds concentrated, equity-centered portfolios and supplements equity exposure with targeted alternative real estate allocations via third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices