Blue Oak Capital was founded in Palo Alto in 1999 to provide wealth management services to a select group of individuals, families, and trusts. Legacy systems prevail in our industry and traditionally structured firms tend to rely heavily on antiquated platforms. We do not suffer this problem.
Streamlining the operational nature of our business enables us to spend more time and energy focused on delivering exceptional service and truly personalized attention to our clients and professional colleagues.Blue Oak utilizes the best science of investment theory, drawing heavily from the established framework of asset allocation.
Streamlining the operational nature of our business enables us to spend more time and energy focused on delivering exceptional service and truly personalized attention to our clients and professional colleagues.Blue Oak utilizes the best science of investment theory, drawing heavily from the established framework of asset allocation.
Services
Blue Oak clients include Bay Area engineers, authors, homemakers, attorneys, professors, venture capitalists, physicians, art collectors, executives, designers, and world adventurers. Most clients reside within 50 miles of our Menlo Park office. Each has a unique vision of where he or she wants to go and has a focus on things other than structuring investment strategies and daily portfolio upkeep.
There are three central tenets to Blue Oak's investment philosophy: transparency, clarity, and liquidity. Put simply, as guardians of your wealth we are transparent about how we manage it, we explain things simply and thoroughly, and you always have access to your money when you want it.
Discerning clients value our disciplined approach to portfolio management, our commitment to generating top quality performance results, and our unwavering focus on their needs.
Discerning clients value our disciplined approach to portfolio management, our commitment to generating top quality performance results, and our unwavering focus on their needs.
Our expertise is simplifying complex issues such as portfolio management, capital growth, wealth preservation, retirement transitions, tax minimization, and gifting strategies. Once we understand a client's unique goals, we develop a portfolio by aligning assets, goals, and timelines in a guiding framework for maintaining an appropriate asset allocation strategy.
We believe that frequent conversations about financial reporting and analysis with our clients are imperative for building relationships of mutual trust. When clients need us, they get us. Blue Oak Capital has selected Charles Schwab & Co., Inc. as the custodian for our clients. Having Charles Schwab & Co., Inc. act as custodian for client assets provides us access to a wide range of services that help us to serve our clients.
I co-founded Blue Oak Capital in 1999. Prior to forming Blue Oak, I started my own investment advisory business, which became the foundation for Blue Oak. Prior to that, I was a portfolio manager at a San Francisco investment advisory firm with over $400 million in private client assets.
I have over 25 years of experience in the investment management industry and have also worked as a tax accountant at Arthur Andersen & Co. and on the trading floor of the Chicago Options Exchange.I received my B.A. in Economics and English from the University of Michigan and earned both a J.D. and MBA from Santa Clara University.
I have over 25 years of experience in the investment management industry and have also worked as a tax accountant at Arthur Andersen & Co. and on the trading floor of the Chicago Options Exchange.I received my B.A. in Economics and English from the University of Michigan and earned both a J.D. and MBA from Santa Clara University.
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