As financial professionals, Red Oak Advisors is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we will work diligently to develop a program that carefully balances investment strategies with preserving principal. Featured below is some key information that we believe could be beneficial to learning more about the managers we partner with when it comes to your investments.
Levels of Investors Money management is based on individualized plans/goals and account size.
William Blair & Company is committed to building enduring relationships and providing expertise and solutions to meet evolving needs. As an employee-owned asset management and investment banking firm, William Blair has a strong investment pedigree with global reach managing a total of $144 billion including $65 billion in private wealth assets. William Blair seeks to build a relationship with financial advisors and their clients to develop and implement custom-tailored portfolios to meet each client’s evolving needs. Starting with a globally based strategic allocation, William Blair adopts a complementary active management focus for security selection and tactical allocation changes. While providing consistent exposure to the markets, William Blair makes tactical shifts based on long-term fundamental capital market forecasts and the identification of near-term opportunities relative to market conditions.
City National Rochdale specializes in personalized portfolio management for individuals, families, and institutions with more than $1 million in investable assets. Since its founding, City National Rochdale has taken a collaborative approach working with high-net-worth advisors, CPAs, and their clients to deliver a unique portfolio management service. City National Rochdale uses a customized approach to portfolio management focused on addressing each client’s unique risk tolerance, goals, and expectations. Starting with a domestically-oriented benchmark allocation, CNR adopts a complementary active management focus for security selection and tactical allocation changes.
CIBC Private Wealth Management was formed through the combination of six firms with expertise in investment and wealth management, culminating in the acquisition of Atlantic Trust by Canadian Imperial Bank of Commerce in 2014. CIBC has a strong foundation built on a common mission of providing extraordinary client service and broad wealth management capabilities. CIBC Private Wealth Management offers customized portfolio management tailored to each client’s unique financial goals, biases, risk tolerance, and needs. With a strategic emphasis on high-quality growth equities and US fixed income, CIBC aims to add value through tactical asset allocation changes and active security selection.
Clark Capital Management Group is an independent boutique asset management firm focused on working with advisors to deliver client focused investment solutions. Clark’s ‘client-first’ approach takes a fully collaborative approach to building tailor-made client solutions. Clark’s ‘client-first’ approach focuses on combining a disciplined, objective investment approach with meaningful outcome-oriented process to build the Personal Unified Managed Account (PUMA) portfolio that meets the unique needs of individuals.
Savos Personal Portfolios are built primarily using individual equities and exchange traded funds (ETFs), and feature a systematic approach, backed by years of research and experience in quantitative investing.
Dorsey Wright is a registered investment advisor, wholly owned by NASDAQ. With their expertise in technical analysis, Dorsey Wright offers both investment management and research services with the goal of educating, empowering, and supporting their clients. Dorsey Wright’s Tactical Fixed Income strategy seeks to actively rotate exposures across the credit markets and yield curve in response to the market environment.
Singularly focused on delivering consistent results for long term investors, Capital Group has used high-conviction investing, rigorous research and diverse perspectives since its inception. Aligning with investor success, Capital Group focuses on investor objectives and has built out the renowned American Funds family providing single asset class and asset allocation solutions.
AssetMark is an independent provider of innovative investment and consulting solutions serving financial advisors. AssetMark is recognized for supporting financial advisors in their life’s work through asset management excellence, compelling technology and thought leadership.
Asset Mark’s Wealth Builder portfolios combine the platform’s best thinking around building goal-based solutions within our investing evolved framework.
Double Line was founded in 2009 to offer investment services with emphasis on managing assets under its cardinal mandate − deliver better risk-adjusted returns for clients. This rule is integral to the firm as it focuses on avoiding unintended risk. The strategy provides consistent exposure to the US equity markets and has two main sources of return. Taking exposure to a US sector exposure through derivatives allows for simultaneous exposure to an actively managed global fixed income portfolio.