Costa Mesa, CA Office

SilverOak Investments, LLC (dba Court Investment Services) provides discretionary investment supervisory and portfolio management to individuals, high net worth clients, corporations and charitable organizations. The firm manages separately managed accounts and typically invests in individual stocks, bonds and exchange-traded securities, including the use of inverse ETFs.

The firm describes a long-term, bottom-up, valuation-driven investment approach that combines fundamental and technical analysis to identify companies with strong fundamentals and to construct client-specific portfolios based on objectives and time horizon. SilverOak acts under discretionary authority (clients grant a limited power of attorney), monitors accounts on an ongoing basis and conducts reviews at least semi‑annually.

Notably, SilverOak sponsors a wrap fee program and is responsible for selecting investments, allocations and sector weights for that program — an offering that is uncommon among similar supported firms. The firm also recently transitioned from SEC to state registration, manages roughly $63.2 million for about 142 clients with a two-advisor team, and discloses related-party activities such as limited insurance-selling by its principal and custody practices that include fee withdrawals and standing letters of authorization.