Oak Associates takes seriously the trust their clients and fund shareholders place in them. Oak Associates' employees maintain significant investments in the same stocks held by clients. The firm has a vested interest in ensuring that the highest standards are maintained and that the portfolios are positioned for future growth.
Total AUM: $1.54B+
Years in Business: 27
Accounts Under Management: 106
Principals:
- James Oelschlager, Managing Member & Portfolio Manager
- Margaret Ballinger, Chief Compliance Officer
Contact:
3875 Embassy Parkway, Suite 250, Akron, OH 44333
(330) 668-1234
