The freedom to choose.
The peace of mind to relax.
One Oak is committed to your unique fixed-income needs through our tailored municipal bond portfolios.
Optimization
One Oak optimizes cash flows and maturities around financial goals.
Tailored Advice
Each bond portfolio is managed to fit individual specifications.
Tax Managed
Portfolios aimed at attractive after-tax risk-adjusted return.
One focus, diverse perspectives
People rely on One Oak to manage their personal fixed-income investing. We provide investors with fixed-income solutions that deliver peace of mind.
One Oak employs a consistent analytics framework to manage distinct institutional-grade fixed-income strategies, which seek to generate consistent returns and mitigate volatility while also meeting investor objectives.
A process to meet your fixed income investment objectives
We review fixed income assets in the context of your overall investment portfolio, factoring in profit and loss opportunities, current relative values, and interest rate risk. Our team provides our professional perspective and recommendations on potential courses of action.
How does your portfolio stack up?
Get a fixed income portfolio review that will assess a portfolio’s current sensitivity to both interest rate and credit risks.
how to invest
Keeping you in control
Our solution for meeting your fixed income investment objectives involves a versatile separately-managed-account ("SMA") approach that grants investors transparency, liquidity, and control over their portfolios. The portfolios can be tailored to individual state requirements, desired duration, and income, ensuring full customization.
Platforms
Custodians
