A complete list of active advisors currently associated with Live Oak Investment Partners

Warmer can help you find a great advisor at Live Oak Investment Partners or one who fits your needs even better.

Live Oak Investment Partners serves individual investors (including high‑net‑worth clients), families, trusts, family offices, charitable foundations, businesses, and retirement/profit‑sharing plans, and also accepts engagements from other investment advisers. The firm provides discretionary and non‑discretionary portfolio management, financial planning, asset allocation, financial consulting, and pension consulting services, including 3(21) plan‑level advice. The firm uses a multifaceted investment process that combines qualitative and quantitative research from external providers and internal analysis, with explicit emphasis on risk management and measuring returns on a net‑of‑costs basis. Live Oak tailors allocations and advice to clients’ stated objectives and may integrate financial planning with ongoing portfolio management or provide stand‑alone consulting and asset‑allocation guidance. Compared with peers, Live Oak’s practice is notable for formally advising other investment‑adviser clients and for providing participant‑level educational seminars and enrollment meetings for retirement plans, services that are relatively uncommon among similar supported firms. The firm also operates as a small, three‑advisor team overseeing roughly $266 million and discloses affiliated broker‑dealer and insurance relationships that can generate commission compensation, with policies to address related conflicts of interest.

To learn more about the advisors currently working at Live Oak Investment Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Live Oak Investment Partners's office locations.

Name	Location	Years of experience
Michael Charles	Austin, TX	24
Michael Hostick II	West Lake Hills, TX	25
Christine Vu	Austin, TX	12

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