Investment management is what differentiates Oak Family from most advisors. Our firm started as the family office of our Non-executive Chairman, John Fitzpatrick, with a clear focus to preserve and grow his family’s wealth. The members of our investment team average 30 years of experience and have lived through multiple market cycles. All members of our investment team are CFA charterholders and we manage your assets side by side our own. Your assets are managed in-house, saving you a layer of fees that you would incur with most other advisors.