A complete list of active advisors currently associated with SkyOak Capital, Inc.

Warmer can help you find a great advisor at SkyOak Capital, Inc. or one who fits your needs even better.

SkyOak Capital serves individuals and high‑net‑worth clients as well as families, corporations, retirement plan sponsors, pooled investment vehicles, endowments and foundations. The firm offers private wealth management, investment and asset management, family office services, corporate retirement plan advisory (including ERISA fiduciary services), self‑directed IRA liaison services, and advice related to private funds and alternative investments. SkyOak’s investment process emphasizes asset allocation across broad goals (growth, preservation, inflation protection), manager selection and portfolio construction, using a core‑satellite mix of separately managed accounts, mutual funds, ETFs and limited partnerships. The firm uses active management and ongoing due diligence, and subscribes to multiple algorithmic/technical model strategies (RAAMPS) to generate buy/sell signals that inform discretionary rebalancing and trading. Noteworthy differences from many peers include explicit portfolio management for non‑custodial private funds and pooled vehicles with special valuation and fee adjustment procedures, and the firm’s practice of recommending or investing in managers or funds that may charge performance‑based fees. The firm also has an affiliated insurance agency through which advisors are licensed to place insurance products (creating commission conflicts of interest), maintains a contractual relationship with an algorithmic model provider that has an ownership tie to the firm, and offers retirement plan education and other client education services that some peers do not.

To learn more about the advisors currently working at SkyOak Capital, Inc., 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.