Three Oaks Capital Management

Investment Management

  • Headquarters: 5200 SW Meadows Road, Lake Oswego, United States, 97035

Phone: NA

Founded: 2014

Employees: 0-10

Stock Exchange: NA

About Three Oaks Capital Management

Our mission is to improve our clients' lives by organizing and optimizing their finances. To do so we act as our clients' chief ... financial officers, helping them reach their financial goals through thoughtful planning and management of their investments. Three Oaks is a fee-only firm. This means that we are compensated only by our clients directly, and never through commissions, kickbacks, or revenue sharing agreements. In addition, Three Oaks has a legal obligation to act in a fiduciary capacity as a registered investment advisory firm. This means we must do what's in our clients' best interests at all times. This structure best supports our mission, as it aligns our interests with our clients in a transparent and dutiful way. Visit us at www.3oakscapital.com, or subscribe to our monthly newsletter "Above the Canopy" at www.3oakscapital.com. Show more

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Frequently Asked Questions Regarding Three Oaks Capital Management

Where are Three Oaks Capital Management’s headquarters?

Three Oaks Capital Management’s headquarters are in 5200 SW Meadows Road, Lake Oswego, United States, 97035

What is Three Oaks Capital Management’s industry?

Three Oaks Capital Management is in the industry of: Investment Management

What is Three Oaks Capital Management’s official website?

Three Oaks Capital Management’s official website is www.3oakscapital.com

How many employees are working in Three Oaks Capital Management?

Three Oaks Capital Management has 0-10 employees

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