Overview

WE ARE LOOKING TO BUY OR MERGE WITH ADVISORS OR ANOTHER RIA

ONE OAK IS LOOKING TO GROW BY ADDING THE FOLLOWING

Portfolio Managers of small funds
Financial Advisors (fee based or commission ) to work in our Wealth Management Division.
One Oak also has the capabilities to service offshore accounts

One Oak Capital Management is an SEC Registered Investment Adviser. One Oak is a multi-faceted RIA that has over $375 million in gross regulatory assets and is GIPS compliant. Barclay Hedge ranks our “flagship fund” of the One Oak Alpha Opportunities Fund, the Municipal Opportunities Portfolio #4 out of 264 Managers of Fixed Income -Long/Short Credit Strategies since Inception.*

THE MUNICIPAL OPPORTUNITIES PORTFOLIO - Total absolute return

The Municipal Opportunities Portfolio captures inefficiencies in the investment grade municipal marketplace supplemented by exposure to the investment grade corporate markets. The objective is to achieve an absolute total return above that of other fixed income strategies. This alternative investment integrates the managers'​ expertise and relationships to uncover relative value and achieve maximum liquidity within a capacity constrained and disciplined risk management framework. The composition of the portfolio will be comprised of liquid investment grade bonds and a number of of hedging instruments to create a return profile uncorrelated to traditional bond strategies.

Disclosures... One Oak Capital Management is an SEC registered investment adviser. Registrations as an investment adviser do not imply a level of skill or training.. This material is being provided solely for informational purposes ___ presentation contains confidential and proprietary information and has been provided with the express understanding that the distribution of any of their contents to any person, other than the person(s) to whom they were originally delivered and such person’s advisors, without the prior consent of One Oak is prohibited. ​* The BarclayHedge rankings are as of 12/31/19. Rankings are based on annual compound returns for the period April 2013 –December 2019. Please see ___ for more information.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Member Since
April 23, 2018

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