Oak Associates, ltd. · Akron, OH United States
Company Description
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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. Focusing on growth equity investing, the company concentrates on long-term investments in the financial, technology, and health care sectors. Clients include pension funds, corporations, endowments, and high-net worth individuals. President James Oelschlager founded Oak Associates in 1985. To read the full description, subscribe now.
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Key Oak Associates, ltd. Financials
| Company Type | Private Single Location |
| Fiscal Year-End | October |
| Annual Sales (mil.) | $6.8 |
| Employees | 45 |
Oak Associates, ltd. Executives
10 executives listed for Oak Associates, ltd.'s Akron, OH location.
| Title | Name & Bio | Contact |
| Founder, CEO, and Chief Investment Officer | James Oelschlager | Network |
| Director of Accounting and Chief Compliance Officer | Sandra Noll | Network |
| President, Oak Associates Funds | Bill White | Network |
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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