IT TAKES A DISCIPLINED, CONSISTENT, AND DYNAMIC INVESTMENT PROCESS TO PRESERVE AND GROW OUR CLIENTS’ WEALTH. TO THAT END, WE STRIVE TO ADDRESS VOLATILITY AND UNDERSTAND ITS ROOT. ONE SHOULD EXPECT NO LESS FROM A GROUNDED, EXPERIENCED INVESTMENT MANAGER.
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Founded in 1999, Blue Oak Capital is a fee-only investment advisory firm dedicated to helping clients achieve their personal financial objectives through the preservation and growth of wealth. By design, the firm serves only a limited number of clients, fostering informed and lasting relationships. Learn more »
Tom Baker, Thomas Baker, Blue Oak Investor, Blue Oak Advisor Loren Walden, Blue Oak Investor, Blue Oak Advisor, Palo Alto Matt Kenaston, Blue Oak Investment, Blue Oak Advisor Investment Management Palo Alto, Family Office Palo Alto, Financial Advisor Palo Alto, Financial Advisor Palo Alto, Investment Advisor Palo Alto
Thomas A. Baker Loren W. Walden Matthew B. Kenaston