Oak Wealth Advisors’ Investment Principles are based on decades of investment research and market experience. There are five key concepts and six implementation guidelines.




  • MARKETS WORK – Trying to “beat the market” leads to frustration and unnecessary expenses.
  • AVOID CONFLICTS OF INTEREST – Work with independent investment professionals who provide objective advice.
  • DIVERSIFICATION IS ESSENTIAL – Asset allocations which are global in scope and encompass multiple asset
    classes can neutralize the risks associated with individual securities and markets.
  • RISK AND RETURN ARE RELATED – You must be willing to accept more risk in order to pursue greater returns.
  • PORTFOLIO STRUCTURE WILL DRIVE PERFORMANCE – The asset classes included in a portfolio will be
    responsible for most of the variability of the portfolio’s return.