Investment Management

Built for you.
Investment Management

Investment management is what differentiates Oak Family from most advisors. Our firm started as the family office of our Non-executive Chairman, John Fitzpatrick, with a clear focus to preserve and grow his family’s wealth. The members of our investment team average 30 years of experience and have lived through multiple market cycles. All members of our investment team are CFA charterholders and we manage your assets side by side our own. Your assets are managed in-house, saving you a layer of fees that you would incur with most other advisors.

"Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1."
Warren Buffett

Why Us

  • Customized Portfolios
  • Proven Process
  • Experienced Investment Team
  • Long Investment Horizon
  • Tax Efficient

Investment Excellence

Using an intrinsic value investing approach, we use independent analysis to select the most promising opportunities at any point in a market cycle. And unlike other advisors, we can explain to our clients exactly why their portfolio holds each specific investment. We never invest clients' money on a hunch, and we never blindly follow the lead of others.

Our View of Risk

We view investment risk as a permanent loss of capital. For this reason, we spend time analyzing the cashflows and balance sheets of our investments. Market volatility and sentiment can push stock values below our view of their intrisic value and we want to be sure that our companies can weather these pressures.

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Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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