Oak Street Investments

Oak Street Investment Advisors, LLC is a Colorado-based firm established in March 2017, specializing in financial planning and investment management services. The firm is registered with the SEC and is managed by Jacob I. Milder, CFP®, ChFC®. Oak Street offers financial planning services that cover areas such as cash flow management, college savings, retirement planning, and tax planning. For investment management services, the firm uses equity and fixed income ETFs and Mutual Funds in model portfolios, with a preference for discretionary engagement. Clients not using financial planning services have a minimum account size of $500,000, which may be lowered at the firm's discretion. The firm follows a long-term, rules-based investment philosophy focused on low-cost, passive investment vehicles and value investing. Oak Street has a fiduciary duty to act in the best interest of clients and does not engage in proprietary trading. The firm has custody of client funds and securities through a qualified custodian and offers investment discretion on a discretionary basis. Oak Street does not vote proxies on behalf of clients and does not require prepayment exceeding $1,200.