Investment Philosophy

At OakStreet, helping our clients pursue their goals is at the core of who we are. For more than 30 years we have delivered independent investment advice for individual investors and employers looking for unbiased solutions to meet their retirement goals and objectives. We believe positive results happen when you adopt strong principles, examine the needs of your clients, and remain committed to a prudent process. This is accomplished through applying our disciplined research and framework in the careful selection of investments that achieve our client’s objectives.

We believe a long-term investment strategy is the best way to build and preserve your financial future.

Our Investment Selection Methodology

We believe in both Active and Passive (Index) Investment Management and focus on three main criteria for our portfolios:

  1. Demonstrated Manager Skill
  2. Low Correlation Between Strategies
  3. Meeting Return & Volatility Characteristics Set Forth in Client’s Objectives
Green Leaves Illustration

Active Management Criteria

• Over $100 Million in Assets

• Minimum 5 year Track Record

• Evaluated over 1, 3, 5, 7 &10 year period

• Performance versus Benchmark & Peer Group

• Risk Adjusted Return (Volatility)

• Reasonable Expense Ratio

Green Leaves Illustration

Passive/Index Management Criteria

• Over $100 Million in Assets

• Inexpensive

• Brand Name

Choice, not products.

We don’t offer proprietary funds. We don’t sell any “products.” We don’t believe in that. We provide each client custom-tailored, active investment management with a focus on cost-efficient index funds. In the end, though, it’s about understanding each client’s needs and objectives and offering an appropriate mix of investments.

As a fiduciary to your plan, we’ll make sure you and your employees have access to an appropriate choice of investments today, tomorrow and into the future.