We offer three key ways to invest with us:
Direct Separate Accounts
Since 1985, Oak Associates, ltd. has provided institutional management for corporate pension plans, foundations, endowments, Taft-Hartley plans, public plans, and high-net-worth individuals.
For more information or to open an account, email the Relationship Management Team or call 330-668-1234.
In partnership with a variety of sponsor firms, Oak provides our institutional style of management to the high-net-worth investor. Our Managed Accounts program allows clients to receive a variety of services from Oak and a sponsoring broker dealer for a single, comprehensive management fee.
Find out if your financial advisor participates in Oak Associates' Managed Accounts' program by contacting our Relationship Management Team or your financial advisor.
Mutual Fund Accounts
Individual investors can access Oak’s institutional money management through our family of no-load mutual funds. Open a mutual fund account online now.