Investment Management
Our in-house investment committee and advisor team lead the BentOak Capital investment process, which includes:
- Total portfolio analysis (aggregation – including outside investments)
- Risk tolerance assessment & portfolio stress test
- 401k / Retirement plan investment analysis
- Concentrated stock strategies
- Stock options planning
An Investment Plan for Every Investor
BentOak Capital designs personalized investment plans that are:
Goals-Based
We will gain insight into your financial goals and when you want to accomplish them. We will help you determine what you hope to achieve from your investments to guide our strategic decisions.
Risk Appropriate
Once we identify your goals, we will figure out how you feel about investing. We will spend time to determine if you prefer a more conservative or aggressive approach, or somewhere in between.
Custom Tailored
Based on your goals and risk tolerance, we will determine an appropriate core investment strategy for your situation. We will consider tax efficiency, income needs, time horizon, and many other additional factors unique to you.
Our Investment Philosophy
Our investment philosophy hinges on four key principles: collaboration, flexibility, diversification, and risk management.
Our investment committee meets on a regular basis to manage investments collectively for our clients. Our various backgrounds and experiences give us a unique perspective on the economy and financial markets. Our team-based approach gives us more depth and insight than any single advisor could ever achieve – giving our clients an institutional-like investment experience while maintaining a personal relationship with their advisor.
A static investment approach leaves much to be desired – it takes a special kind of person to do nothing in the face of market turmoil – to buy, hold, and “hope.” On the contrary, an overly active approach can increase fees, generate taxable implications, and create confusion and second-guessing. We believe a flexible investment approach focused on the long-term while making slight adjustments along the way increases investors’ ability to stay the course in different market environments.
Our sensible investment philosophy is implemented with our passive/active blend approach to investing. To create a consistent, cost-effective portfolio, we believe you must embrace both passive and active investment strategies – adjusting the mix for each investors’ time horizon, risk tolerance, and objectives. Diversification is more than just owning multiple investments. At BentOak Capital, we believe true diversification is owning strategies with very different yet complementary approaches.
Based on your goals and risk tolerance, we will determine an appropriate core investment strategy for your situation. We will consider tax efficiency, income needs, time horizon, and many other additional factors unique to you.
