Welcome to Oak River Investment Advisors
What We Do:
Oak River provides comprehensive, unbiased and independent financial advisory services to individuals, family offices and institutions. We utilize an open architecture investment platform in all asset classes.
How We Do It:
- Develop customized investment management plans, based on needs, objectives and risk tolerance
- Customize an asset allocation strategy to minimize risk and enhance return
- Implement, monitor and rebalance investment strategies
- Communicate and meet with clients on a regular basis
Who We Work With:
Oak River works with a network of asset managers, investment companies, banks, custodians and other providers of financial services who have extensive experience, seasoned management, established performance records and comprehensive research capabilities.
The Oak River Difference:
As a private, independent, investment firm, we are focused solely on the business of investment management. Oak River has clear advantages over other often much larger firms. We have no conflicts of interest, are relationship focused and are staffed with seasoned professionals.
Personalized Service:
Investment management is our business, and achievement of competitive risk-adjusted returns is essential. Client service, however, is what really sets Oak River apart from others in our industry. Our size and independence make this focus possible. At Oak River, we limit the number of relationships to enhance personalized service. Face to face meetings are encouraged as an opportunity to review your investment management plan, review your financial situation, and answer your questions. A member of our team is always available to talk to you.
Dedication:
Oak River has a culture that fosters the loyalty and experience of tenured professionals, who average over twenty years of experience in the industry. Our staff includes our four-member investment management team and six support personnel.
Our status as an independent investment advisory firm allows us to avoid potential conflicts of interest with clients. We do not:
- Represent any corporations in the issuance or marketing of securities
- Affiliate with investment companies, banks, or insurance companies looking to promote "in-house" products
- Sell any proprietary financial instruments
Straightforward Performance Reporting:
Oak River’s state-of-the-art portfolio management software tracks individual account performance daily. Reports clearly illustrate investment returns relative to an appropriate benchmark.
Equities:
Oak River invests in high-quality large capitalization stocks, with a mix of small and mid-capitalization companies. We favor companies that are leaders in their industries, trading at attractive valuations, with a history of consistent earnings growth, increasing dividends and a strong balance sheet. We utilize individual securities as well as separate account managers.
Fixed Income:
Oak River employs a conservative approach to ensure stability, security and a steady income stream. When appropriate we purchase tax-free municipal bonds and alternative investments including income producing real estate securities.
Custody:
Oak River utilizes the services of one of the largest custodians of financial assets in the industry. We provide a platform of other essential services in addition to custody. Through such services, we provide monthly account statements, trade clearance and settlement, corporate action processing, income collection and tax reporting.
Expenses:
We are a fee based investment manager. Our goals and objectives are aligned with the goals and objectives of our clients.