Oakwood's Mission Statement

Oakwood uses a consultative approach to create personalized structured portfolios. Our strategies include actively managed domestic taxable & municipal bond portfolios and separately managed US & multinational stock portfolios and global portfolios utilizing DFA Funds (Dimensional Fund Advisors). Ideal clients are those looking for an ongoing hands-on working relationship that involves discussion and solutions for their entire financial picture. Our goal is to simplify our client’s financial life through controlling risk and solving their most pressing financial challenges in order to achieve their investment objectives.

Note:

• Superior communication and personalized client services have always been a strong point
  for Oakwood
  
  
• Secure online access is available for our clients to review their portfolio(s) at all times
  
  
• Quarterly reports are provided along with the Oakwood Outlook & Quarterly Review
  
  
• Consultative process with investment goals, objective reviews and tax considerations are
  utilized in the ongoing  management of client portfolio(s)
  
  
• Over half of our professionals have worked together for over 20 years