A Word From The Advisor

At Oakwood Capital Management we are continuously striving to increase our capabilities to serve you better and to meet all of your expectations. We take pride in being a leading independent investment management firm, and with your input we can keep raising the bar. Let us know how we can continue to serve your investment needs. Call or e-mail us at info@oakwoodcap.com. We’re always available.

Investment Policy Committee
Guiding your financial future is an important task, and one we don’t take lightly. The Oakwood Investment Policy Committee is the team of investment professionals at the firm that meets to discuss investment strategies and policies, asset allocation decisions, and other investment issues that have to do with the running of a first class investment management firm.

Most investment management firms have an Investment Policy Committee, but most do not have one as unique as Oakwood’s. Whereas many firms have separate meetings for the equity and fixed income departments, at Oakwood, the two groups meet together. The same distinct occurrence in the economy or an industry can have a markedly different effect on the value of an equity security versus a fixed income security. Even a company-specific event can positively change the value of an equity security and have the opposite effect on a fixed income security within the same firm, and vice versa. The discussion of all current events at the Investment Policy Committee meetings and the ensuing disparate viewpoints add a depth of insight into the research process that might otherwise be missing. Although the team at Oakwood has been together for a long time, the notion of group-think is nonexistent.

As important as the Investment Policy Committee and its discussions are to the investment process at Oakwood, we are not a firm that is encumbered by formal meetings. The firm is structured in a way that invites an open-door policy. All ideas and comments are encouraged, from senior investment professionals to those analysts that may have somewhat less professional experience. The more senior members of the firm realize the importance of mentoring, and direct a lot of effort into broadening the expertise, proficiency and background of those with less experience. By allowing everyone to grow in their jobs, we can retain these valued professionals, which adds to the collective value of our firm.

The emphasis we place on the exchange of important investment information and ideas has a direct bearing on the quality of each individual stock and bond that goes into our client portfolios. As a client, this knowledge adds to the reassurance that your investments at Oakwood are in the best possible hands. We appreciate you as a client, and look forward to continuing to provide you with high quality investment management that achieves your goals as an investor.