One Oak

Overview

One Oak is an independent registered investment adviser organized as a limited liability company that serves both high-net-worth individuals and institutions. The firm runs an advisory practice focused on financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also offers educational seminars and workshops. One Oak charges clients on a percentage-of-assets-under-management basis and supplements that with hourly charges for certain services. Investment activity is centered on capital preservation and income generation, with a clear preference for fixed-income instruments. The firm's asset allocation tilts toward U.S. government bonds as a core sleeve, while equities and other traditional mutual fund exposures appear to be managed alongside selective allocations to third-party alternative managers. One Oak is not positioned as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices