Oak Ridge Investments, LLC

Oak Ridge Investments, LLC is an investment advisory firm founded in 1989, focusing on analyzing and recommending equity stocks traded on US stock exchanges. The firm offers five diversified equity strategies for separately managed accounts, including Small/Mid Cap Growth, Mid Cap Growth, Large Cap Growth, All Cap Growth, and Dividend Growth. The primary goal of these strategies is long-term capital appreciation, with Dividend Growth also emphasizing dividend yield. Clients can access portfolio management through the firm directly or via Sponsored Programs, where the client signs agreements with both the Sponsor and Oak Ridge. The firm manages discretionary assets based on the chosen strategy and client objectives, considering individual needs and restrictions. Oak Ridge does not select money market funds, mutual funds, or ETFs for clients, who are responsible for choosing appropriate cash equivalents. The firm charges asset-based investment advisory fees, with fees varying based on account size and negotiation. Oak Ridge does not charge performance-based fees and acts as a fiduciary for clients. The firm also discloses information on investment discretion, methods of analysis, investment strategies, and risk factors. Clients include individuals, pension plans, trusts, corporations, and charitable organizations. Oak Ridge provides insight into its investment philosophy, research methods, and risk management strategies to help clients understand its approach to investing.