A complete list of active advisors currently associated with Oak Brook Asset Management, Corporation

Warmer can help you find a great advisor at Oak Brook Asset Management, Corporation or one who fits your needs even better.

Oak Brook Asset Management, Corporation is a single-advisor independent registered investment adviser that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm invests client assets across equities, fixed income, mutual funds, certificates of deposit, and may retain sub‑advisors for portions of client portfolios. The adviser uses asset allocation as a foundation and employs charting, fundamental and technical analysis, and tactical asset allocation for short‑term positioning intended to reduce portfolio risk. Accounts are monitored daily and reviewed at least quarterly, with clients receiving custodial statements and written quarterly performance reports; in certain situations portfolios may be managed on a non‑diversified basis to complement assets held elsewhere. Noteworthy for a firm of its size, the practice expressly serves charitable organization clients and manages both discretionary and non‑discretionary relationships, with institutional clients able to negotiate flat fee arrangements. The sole advisor holds CPA and Personal Financial Specialist credentials, uses Charles Schwab as custodian and aggregates trades for Schwab accounts, and discloses receipt of custodial services and benefits that could create an incentive to recommend that custodian.

To learn more about the advisors currently working at Oak Brook Asset Management, Corporation, 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.