Oak Associates, ltd. · Akron, OH United States
Company Description
More Companies in: Akron, Ohio
More Companies in These Related Industries: Investment Management
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This link will open in a new window Mighty funds from little acorns grow? Oak Associates is the investment adviser to seven mutual funds: White Oak Select Growth, Pin Oak Aggressive, Red Oak Tech Select, Black Oak Emerging Tech, Rock Oak Core Growth, River Oak Discovery, and Live Oak Health Science funds. Oak Associates also offers separately managed accounts. The company concentrates on large-cap investing in an effort to outperform the market over a three- to five-year time frame. Clients include pension plans, corporations, endowments, and high-net worth individuals. Founded in 1985, the company has more than $800 million of fund assets under management. To read the full description, subscribe now.
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Oak Associates, ltd. Reports
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Key Oak Associates, ltd. Financials
| Company Type | Private Single Location |
| Fiscal Year-End | October |
| Employees | 45 |
Oak Associates, ltd. Executives
7 executives listed for Oak Associates, ltd.'s Akron, OH location.
| Title | Name & Bio | Contact |
| Founder, CEO, and Chief Investment Officer | James Oelschlager | |
| Chief Compliance Officer | Sandra Noll | |
| Trader and Director Information Management | Margaret Ballinger |
Competition
Competitive Landscape for Oak Associates, ltd.
Demand is driven by consumer income and wealth and demographics. The profitability of individual firms depends largely on effective marketing. Large companies have some advantages in providing expertise in a wider range of investment options, and they may be able to charge lower fees. Small companies can compete successfully by providing better service and advice. To read the full description, subscribe now.Top Oak Associates, ltd. Competitors
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