Oak Street Advisors

Oak Street Advisors provides fee-only financial planning and investment advisory services primarily to individual and high-net-worth clients with a focus on retirement, and also advises trusts, estates, charitable organizations, and business retirement plans. The firm manages roughly $126 million in assets and derives the vast majority of its revenues from discretionary asset management, and it is not currently accepting new non-discretionary relationships.

Oak Street Advisors implements customized portfolios within formal investment policy statements using a flexible, asset-allocation approach that emphasizes a Core ETF strategy while also offering dividend-income and concentrated growth portfolios; the firm may also use mutual funds, options, and structured products when appropriate. Portfolios are monitored frequently, with the investment committee performing regular reviews and the firm using operational controls such as limit orders for large ETF trades to manage execution risk.

Distinctive service elements include retirement-plan consulting where the firm acts as a co‑fiduciary, provides onsite or virtual participant education, offers participant risk questionnaires, and distributes quarterly electronic newsletters to plan participants — a communications practice the brochure highlights and that is uncommon among peers. Oak Street Advisors is an SEC-registered adviser with a compact advisory team and incorporates financial planning into its ongoing asset-management relationships once clients meet the firm’s established account criteria.