Oak Associates, ltd. is a nationally recognized growth equity investment advisor. From its founding in 1985, Oak Associates has provided quality growth portfolios to national endowments, public pension plans, private clients, and mutual fund investors.  A concentration in key growth areas, diligent research and a focus on a long-term performance have been integral to the company's success.  Since its founding, Oak Associates, ltd. has invested with the belief that contrarian thinking, concentrated portfolios and low turnover lead to superior returns.

The firm offers the following strategies to institutional investors: Large-Cap Growth, All-Cap Core Growth, Small-Cap Growth.

Oak Associates takes very seriously the trust that its clients and shareholders place with them.  It is worth noting that employees, friends and family of Oak Associates are among the largest investors in Oak’s strategies. As fellow investors, they have a vested interest in ensuring that the highest standards are maintained and that the portfolios are positioned for future growth.

Oak Associates, ltd. claims compliance with the Global Investment Performance Standards (GIPS®) and has been independently verified for the periods 12/31/03 through 12/31/13.

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This page was last updated: October 3, 2017
Oak Associates, ltd.  
3875 Embassy Parkway - Suite 250, Akron, Ohio 44333
Main Tel: 330-668-1234 Fax: 330-668-2901
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Oak Associates, ltd. is an independent investment advisor registered with the U.S. Securities & Exchange Commission.

Institutional Strategies
  • Founded in 1985
  • Located in Akron, Ohio
  • 13 employees
  • $1.4 billion in assets
  • GARP Investors
  • Long-term investment time horizon
  • Top down, thematic, focused portfolios
  • Low-turnover style
  • Registered under the Investment Company Act of 1940  
  • Providing Separate Accounts, Mutual Funds and Managed Account Services
  • 100% Employee Owned
  • Large-Cap, All-Cap, & Small-Cap Actively Managed Strategies.
“GIPS® is a registered trademark of CFA Institute. CFA Institute has not been involved in the preparation or review of this report/advertisement.”