INVESTMENT ADVISORY
|
Oak Street Advisors provides personalized financial planning and investment advisory services for individuals, trusts, estates, charitable organizations, pension and profit sharing plans, 401(k) plans, and corporations. As fee-only fiduciary advisors, our revenues are derived solely from the fees paid by our clients for services received. We offer investment advisory services on a discretionary basis.
Interested in our investment strategy? We can give you a quick snapshot on how our process works. Schedule a complimentary fit call below. |
|
INVESTMENT APPROACH
We work with you to develop an investment policy statement that matches your individual financial resources and risk-tolerance to financial goals. The investment policy statement provides the framework for managing your investments and outlines the strategy we believe will provide the best chance of reaching the goals identified in your financial plan.
ASSET ALLOCATION
Oak Street Advisors utilizes a flexible approach to asset allocation. The actual allocations to an asset class or investment vehicle will change depending on market conditions. The portion of an individual portfolio allocated to an investment represents an approximate upper limit , but the actual allocation could be as-low-as zero from time-to-time. In fact, there may be times when a portfolio will be allocated 100% to money market or other very short-term liquid investments.
INVESTMENT LOCATION
The tax-characteristics and rules of Traditional IRAs are different from Roth IRAs -- and those are different from brokerage accounts and particular employer retirement plans. Every account is considered by Oak Street Advisors and we structure your investments to minimize your tax bill.
ASSET ALLOCATION
Oak Street Advisors utilizes a flexible approach to asset allocation. The actual allocations to an asset class or investment vehicle will change depending on market conditions. The portion of an individual portfolio allocated to an investment represents an approximate upper limit , but the actual allocation could be as-low-as zero from time-to-time. In fact, there may be times when a portfolio will be allocated 100% to money market or other very short-term liquid investments.
INVESTMENT LOCATION
The tax-characteristics and rules of Traditional IRAs are different from Roth IRAs -- and those are different from brokerage accounts and particular employer retirement plans. Every account is considered by Oak Street Advisors and we structure your investments to minimize your tax bill.
OUR PORTFOLIOS
We work to match each client's needs to an appropriate investment strategy.
CORE ETF STRATEGY
For core stock portfolios, we utilize a combination of Exchange Traded Funds (ETFs). Our Core ETF portfolio provides broad factor based diversification and exposure to multiple equity market segments within your designated asset allocation. Oak Street Advisors uses commission-free ETFs to add further value to our clients.
DIVIDEND INCOME
For clients who need income from their investments we provide our Dividend Income portfolio. This portfolio seeks to invest in companies that maintain steady and rising dividend yields in order to provide reliable retirement income while realizing long-term underlying stock appreciation.
GROWTH
For clients needing long-term growth of capital we offer our Growth portfolio which seeks to invest in companies and industries that Oak Street Advisors believes will provide above average reward to patient investors.
INVESTMENT SECURITIES UTILIZIED
Oak Street Advisors investment plans are generally implemented utilizing the following types of investments
For core stock portfolios, we utilize a combination of Exchange Traded Funds (ETFs). Our Core ETF portfolio provides broad factor based diversification and exposure to multiple equity market segments within your designated asset allocation. Oak Street Advisors uses commission-free ETFs to add further value to our clients.
DIVIDEND INCOME
For clients who need income from their investments we provide our Dividend Income portfolio. This portfolio seeks to invest in companies that maintain steady and rising dividend yields in order to provide reliable retirement income while realizing long-term underlying stock appreciation.
GROWTH
For clients needing long-term growth of capital we offer our Growth portfolio which seeks to invest in companies and industries that Oak Street Advisors believes will provide above average reward to patient investors.
INVESTMENT SECURITIES UTILIZIED
Oak Street Advisors investment plans are generally implemented utilizing the following types of investments
- Exchange Listed Securities
- Securities Traded Over the Counter
- Foreign Issues
- Corporate Debt Issues
- Commercial Paper
- US Treasuries
- Many More...