Oak Associates Ltd

Oak Associates, ltd. is a SEC-registered investment management firm established in 1985, located in Akron, Ohio. The firm specializes in providing investment supervisory services with a focus on a growth equity strategy. They offer individual and institutional advisory services, including communication with clients and portfolio reviews. Oak Associates manages approximately $1.66 billion in client assets on a discretionary basis. Their fee structure includes a standard management fee of 1.00% annually on the first $4 million and 0.75% on assets over $4 million, with negotiable fees based on account size and type. The firm also provides investment advisory services to the Oak Funds and offers wrap fee programs with a minimum account size of $100,000. Oak Associates uses fundamental, qualitative, quantitative, and macroeconomic analysis in their investment strategies, focusing on long-term purchases and concentration. They have a rotational order entry process and review client portfolios regularly. The firm has a Code of Ethics in place to address conflicts of interest and ensures fair treatment of clients. Oak Associates has no disciplinary events, receives no third-party benefits, and does not charge fees in advance. They have custody over client assets held at qualified custodians and exercise investment discretion for client accounts. The firm has a proxy voting policy and does not provide legal advice or act on behalf of clients in legal proceedings.