Oak Grove Management

A private investment office, operating as an independent Registered Investment Advisor

Oak Grove Management is a private investment office that provides customized managed investment advice exclusively to a select group of clients. Our investment management experience implements a tailored approach that allows us to help clients achieve their specific goals and objectives. Through a hedged strategy, our mission is to preserve capital while achieving growth. We implement a value and growth approach managing a core Equity Strategy. We focus on stock selection, risk management and long-term results. We take into account specific client needs including investment structure, taxes, and fixed income vs. growth. Although our client's assets are held in global financial institution, our investment approach is independent.