A complete list of active advisors currently associated with One Oak
Warmer can help you find a great advisor at One Oak or one who fits your needs even better.
One Oak provides outsourced chief investment officer (OCIO) and customized investment advisory services primarily to institutional clients such as endowments, foundations, family offices, and other institutional entities, and also offers portfolio management, financial consulting, manager selection, risk management, and access to alternative investments. The firm reports a relatively small client roster and a high account threshold (a stated $10 million opening balance, waivable), reflecting a low client-to-advisor ratio and a focus on larger or institutional mandates. The firm’s investment process emphasizes an integrated OCIO model: developing investment policy and asset allocation, selecting and monitoring managers, conducting ongoing due diligence, and providing governance, compliance, and performance reporting. One Oak implements a range of analytical techniques (including fundamental, quantitative, technical, charting, and cyclical methods), may engage sub‑advisers for specialized strategies, and offers discretionary and non‑discretionary management alongside periodic client education and quarterly reviews. Noteworthy distinctions include One Oak’s role as investment adviser to and controller of an affiliated private investment vehicle (OneWell LMM PE Fund I, LP and its GP), a recently launched fund the firm may recommend to qualified clients while disclosing related conflicts and differing fee arrangements for non‑advisory investors. The brochure also discloses that a firm representative holds outside broker‑dealer registration and that the firm compensates solicitors for client referrals, items the firm identifies as potential conflicts it seeks to manage, and that it occasionally hosts no‑charge educational seminars for current clients.
To learn more about the advisors currently working at One Oak, 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.
Name |
Location |
Years of experience |
|---|---|---|
North Bethesda, MD
| 2
| |
North Bethesda, MD
| 1
| |
North Bethesda, MD
| 11
| |
North Bethesda, MD
| 7
|
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