Oak Associates, ltd.
Oak Associates, ltd. is a nationally recognized growth equity investment advisor. From its founding in 1985, Oak Associates has provided quality growth portfolios to national endowments, public pension plans, private clients, and mutual fund investors. A concentration in key growth areas, diligent research and a focus on a long-term performance have been integral to the company’s success.
The firm has managed a ‘best-ideas’ portfolio for institutional clients under a large-cap growth approach since its inception in 1985. Oak Associates expanded its institutional strategies to include a small-cap growth portfolio in 2009. The small-cap growth strategy was launched in 2005 and offered to retail investors through Oak’s family of no-load mutual funds. Oak Associates also provides health care and technology sector-specific strategies through subadvisor relationships or direct accounts.
Contact Details
Office Address
Oak Associates, ltd.
3875 Embassy Parkway
Suite 250
Akron, OH, USA 44333
Phone: (330) 668-1234
Fax: (330) 668-2901
Executives
Founder, CEO, and Chief Investment Officer
James D. (Jim) Oelschlager
Chief Compliance Officer
Sandra H. Noll
Trader and Director Information Management
Margaret L. Ballinger