Communicating results

We manage and report on our clients’ assets regularly.

We believe that frequent conversations about financial reporting and analysis with our clients are imperative for building relationships of mutual trust. When clients need us, they get us.

Blue Oak Capital has selected Charles Schwab & Co., Inc. as the custodian for our clients. Having Charles Schwab & Co., Inc. act as custodian for client assets provides us access to a wide range of services that help us to serve our clients.

More information about Charles Schwab & Co., Inc., can be viewed anytime at

These materials have been independently produced by Blue Oak Capital, LLC. Blue Oak Capital, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Charles Schwab & Co., Inc. conducted any independent verification of the facts and representations underlying these materials. Blue Oak Capital, LLC provides you with investment advice, while Charles Schwab & Co., Inc. maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

At Blue Oak, we understand each of our clients' unique needs for family and future.