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.