PURPOSE IS OUR PROMISE
Invest with Intention
Blue Oak is a small firm with a big footprint. Due to our unique approach and referral-based organic growth our clients have us visiting them throughout the country. Instead of attempting to be all things to all people we have always found that working with conservative, tax-sensitive investors, regardless of age, income and investable wealth has allowed us to make a greater impact on the lives of those clients.
“Like our portfolios, Blue Oak’s relationships are built for the long term. We bring purpose, we create a roadmap and we execute.”
CRAFTED TO PERFORM
Your financial goals are unique, shouldn’t your portfolio be?
Placing your hard earned dollar into multiple asset categories is proven to outperform the traditional, ‘Stock & Bond’ theory. Handcrafted strategies and accurately managed taxable events maximize your return. At Blue Oak, we invest in relationships so you can pursue tomorrow with confidence.
- Tax Advantaged Investing
Energy & Natural Resources
Mergers & Acquisitions
Stocks & Bonds
Private Debt Funds
880 Whipple Rd #100,
Mt. Pleasant, 29464
Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. The Blue Oak Group, LLC is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.