Being a Client

SilverOak Investments is a boutique investment firm that combines the knowledge and experience of the large firms, with the personalized attention and reduced fees of a smaller firm. 

Investments are our specialty and we employ highly sophisticated strategies including individual stock selection and portfolio management to maximize the growth of your capital.

Is SilverOak Investments Right for You?

• Our pricing is 1% annualized for exchange traded funds etfs and mutual funds and 2% for individual customized portfolios using individual stocks. No tiered pricing gimmicks.
• We are currently accepting clients with investable assets of $1 million or more.
• We pay for all trading costs and exchange fees, whereas most other firms pass these costs onto the client.

Are you sure your current investments are appropriate for you?

Contact us today for a free portfolio analysis.