Oak Family Advisors, Llc
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- Oak Family Advisors, LLC (OFA) is a Registered Investment Advisory firm focused on serving the needs of wealthy families. OFA was founded upon the belief that truly unconstrained investing, that which is free of institutional and corporate conflicts, can only be achieved through the independent advisor model. OFA strives to provide truly objective, unfettered advice that is always given with the clients best interest in mind.The investment philosophy of the firm centers around the strategic asset allocation process, that is, building diversified and efficient long term portfolios that map to client specific factors such as income requirements, downside risk tolerance and time horizon. Portfolios are implemented using an approach that is both passive as well as active.
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Headquarters:70 West Madison Suite 5720, Chicago, Illinois, United States
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Phone Number: +1 312-373-7221
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Website: https://www.ofallc.com
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Employees:4
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Revenue:$0 - 1M
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Legal Name:Oak Family Advisors, Llc
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Oak Family Advisors, Llc's Social Media
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| NAICS Code: 541611 |
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Frequently Asked Questions regarding Oak Family Advisors, Llc
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Where are Oak Family Advisors, Llc's Headquarters?
Oak Family Advisors, Llc's Headquarters are in 70 West Madison Suite 5720,Chicago,Illinois,United States
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What is Oak Family Advisors, Llc's phone number?
Oak Family Advisors, Llc's phone number is +1 312-373-7221
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What is Oak Family Advisors, Llc's official website?
Oak Family Advisors, Llc's official website is https://www.ofallc.com
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What is Oak Family Advisors, Llc's Revenue?
Oak Family Advisors, Llc's revenue is $0 - 1M
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What is Oak Family Advisors, Llc's NAICS code?
Oak Family Advisors, Llc's NAICS code is 541611
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How many employees are working in Oak Family Advisors, Llc
Oak Family Advisors, Llc has 4 employees
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What is Oak Family Advisors, Llc's Industry?
Oak Family Advisors, Llc is in the industry of Financial Services
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Who is Oak Family Advisors, Llc's Chief Investment Officer?
Oak Family Advisors, Llc's Chief Investment Officer is Fran Tuite