Oak Financial Group, Inc.

Planting A Seed For The Future

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Our Investment Philosophy

Our objective is to provide our clients with a combination of capital appreciation and income consistent with prudent investment management and designed to meet their unique needs and tolerance for risk, and we never lose sight of the fundamental goal to protect and preserve our clients’ capital.

Investment management is a dynamic and continuous process that must adapt to changing market conditions and client circumstances. We employ a flexible and unconstrained approach that may use any asset class, whether long or short, and portfolios are individually tailored to meet each client’s needs, goals, and risk parameters. Typically, we maintain global, diversified, high conviction portfolios, and we never seek to replicate a benchmark.

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