Welcome to Oak River Investment Advisors, LLC
What We Do:
We work with educational endowments and state retirement funds directly, or in close cooperation with their appointed consultants. Our basic objective is to incorporate income producing asset-backed securities and funds which have a predictable income stream and are not directly correlated to the equity or bond markets into our client's investment portfolio.
How We Do It:
- Our firm structures proprietary asset-backed income producing investments. Income is predictable and verifiable.
- Our firm also structures proprietary portfolios of public non-traded REITs that have predictable income stream and possible appreciation.
- We strictly follow declared client objectives, time line, and risk tolerance.
- We implement, monitor, and report on client's portfolios.
- We communicate and meet with clients on a regular basis.
Custodial Services:
We do not seek or accept custody of client assets. We either place clients assets with a custodian of their own choice, or we suggest a custodian with whom we have had extensive dealings. Charles Schwab is one of the major custodians our firm utilizes.
The Oak River Difference:
Oak River has clear advantages over much larger firms. We specialize in income producing assets and have more in-depth knowledge and experience in that area than most investment advisory firms. We are relationship focused and are staffed with seasoned professionals.
Personalized Service:
Client service is what really sets Oak River Investment Advisors apart from others in our industry. Our focus and independence make this possible.
Dedication:
There is no chance that our firm will have a conflict of interest with our clients.
- We do not represent any corporations in the issuance or marketing of securities.
- We do not affiliate with investment companies, banks, placement agents, or insurance companies looking to promote "in-house" products.
Expenses:
We are fee based. Our fees are negotiable and are consistently below the industry average.