Oak Family Advisors
Financial Services, Chicago, Illinois, 60602, United States, 1-10 Employees
Phone Number: +31********
Who is OAK FAMILY ADVISORS
Oak Family Advisors, LLC (OFA) is a Registered Investment Advisory firm focused on serving the needs of wealthy families. OFA was founded upon the belief that truly unconstrained investin...
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Headquarters: Chicago, Illinois, 60602, United States
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Date Founded: 2006
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6211
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Frequently Asked Questions Regarding Oak Family Advisors
Answer: Oak Family Advisors's headquarters are located at Chicago, Illinois, 60602, United States
Answer: Oak Family Advisors's phone number is +31********
Answer: Oak Family Advisors's official website is https://ofallc.com
Answer: Oak Family Advisors's revenue is $1 Million to $5 Million
Answer: Oak Family Advisors's SIC: 6211
Answer: Oak Family Advisors has 1-10 employees
Answer: Oak Family Advisors is in Financial Services
Answer: Oak Family Advisors contact info: Phone number: +31******** Website: https://ofallc.com
Answer: Oak Family Advisors, LLC (OFA) is a Registered Investment Advisory firm focused on serving the needs of wealthy families. OFA was founded upon the belief that truly unconstrained investing, that which is free of institutional and corporate conflicts, can only be achieved through the independent advisor model. OFA strives to provide truly objective, unfettered advice that is always given with the clients best interest in mind. The investment philosophy of the firm centers around the strategic asset allocation process, that is, building diversified and efficient long term portfolios that map to client specific factors such as income requirements, downside risk tolerance and time horizon. Portfolios are implemented using an approach that is both passive as well as active.
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