Silveroak Investments, LLC

SilverOak Investments, LLC, also known as Court Investment Services, is a fee-based investment advisory firm established in 2014 in California and later relocated to Nevada in 2019. The firm specializes in providing discretionary investment advice and management to separately managed accounts, focusing on individual stocks, bonds, exchange-traded securities, and inverse ETFs. Their investment strategy aims to achieve long-term capital appreciation through a bottom-up, valuation-driven approach, emphasizing companies with strong fundamentals. Clients agree to limited power of attorney for investment decisions, with ongoing monitoring and review by the firm. Clients typically require a minimum initial investment of $250,000, which may be negotiable. Fees are based on a percentage of assets under management, generally ranging from 1.00% to 2.00% annually for SilverOak Investments and 1.25% annually for Court Investment Services. Fixed fees are also available, negotiable between $1 to $2500 per month. The firm does not charge more than $500 in advance and may negotiate fees, with the ability to reduce or waive fees for family and friends. SilverOak Investments, LLC operates under full investment discretion, with the authority to make investment decisions without prior client consent, subject to any limitations or restrictions imposed by clients. The firm does not vote proxies on behalf of clients and does not have custody of client funds or securities, utilizing an independent qualified custodian. The principal executive officer, Ryan Yuhnke, has a background in economics and extensive experience in the financial industry. The firm and Mr. Yuhnke do not charge performance-based fees and have no relationships with securities issuers.