About us

21st century investors

Blue Oak Capital was founded in Palo Alto in 1999 to provide wealth management services to a select group of individuals, families, and trusts.

Our firm is the product of a desire to offer a better solution.

Legacy systems prevail in our industry and traditionally structured firms tend to rely heavily on antiquated platforms. We do not suffer this problem. Streamlining the operational nature of our business enables us to spend more time and energy focused on delivering exceptional service and truly personalized attention to our clients and professional colleagues.

Blue Oak utilizes the best science of investment theory, drawing heavily from the established framework of asset allocation. Our open architecture provides limitless opportunity to seek best-in-breed, low cost, and globally diversified investment vehicles necessary to address risk environments in the 21st Century.

We work hard and we love what we do.

Our firm is based on integrity, discipline and experience. We offer the professional portfolio managment skills found at larger firms coupled with the personal service found only at a boutique.