About Us
Who We Are
SilverOak Investments exists for one reason—to grow and protect the wealth of our clients. We do not have “customers” — transactional folks who come and go — we have clients with whom we have lasting, long-term relationships. In an on demand economy, we’re an on demand investment firm.
The Founder
Ryan J. Yuhnke
Ryan J. Yuhnke is the founder of SilverOak Investments. Having worked in the financial services industry for over a decade, Ryan started his career with Merrill Lynch in Newport Beach. He became a registered associate in 2006 and became a Certified Retirement Planning Counselor a few years later. Ryan joined Smith Barney in 2008 to pursue his goal of working in portfolio management on a discretionary basis. Morgan Stanley acquired Smith Barney shortly thereafter. Prior to starting SilverOak Investments, Ryan was a First Vice President and Portfolio Management Director with Morgan Stanley in Newport Beach. Now at SilverOak Investments, he assists clients and trusted professional partners by managing their assets through a customized “process driven” investment approach. This strategy involves focusing on the changes in future earnings expectations and identifying companies that sell below their intrinsic value.
We are a boutique firm and we pride ourselves on handling unique situations that larger companies may find too intricate to manage. We take a customized approach to investment management, and offer tailored solutions to address each individual scenario. What sets us apart from the large, corporate firms is our accessibility and exceptional client services. We listen to our clients and have prompt response time to any kind of inquiry.
Our Services
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. SilverOak Investments, LLC does not serve as an attorney. SilverOak Investments, LLC does not prepare estate-planning documents.
Services
Our services encompass investment management, retirement, estate and tax planning. We act in a fiduciary capacity, unbiased and objective, to assist in guiding you and your family toward your goals.
Educational Marketing
SilverOak Investments embraces technology and will strive to create educational marketing pieces that are easy to understand. We focus on our core competencies to provide exceptional value to the client and our trusted professional partners. Our clients are our partners and not simply transactional customers. As our clients grow, we grow.
In a time when most firms are boosting their bottom line by cutting back on support staff, raising and adding fees and shifting their focus to gain your "wallet share" by targeting your home mortgages and credit cards, we do the opposite.
Court Investment Services
A hyper specialized service that services fiduciaries. We manage funds from probate cases that range from Conservatorships, Guardianships, Special Needs Trusts, Estate accounts, and more.
