Silveroak Investments

SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1 million+. Our mission is to serve as a trusted advocate and advisor, delivering sophisticated unbiased advice with a clear, competitive, straightforward pricing structure. We specialize in custom portfolio construction, implementation and monitoring, including individual stock picking. Part of our investment process involves monthly monitoring of specific risk indicators that triggered prior to the last several recessions, and having a plan to proactively shift client assets to areas with less risk. Something that is VERY important 10-years into this expansionary cycle.