Oak Associates, ltd.

Oak Associates, ltd.

Oak Associates, ltd. is a nationally recognized growth equity investment advisor. From its founding in 1985, Oak Associates has provided quality growth portfolios to national endowments, public pension plans, private clients, and mutual fund investors. A concentration in key growth areas, diligent research and a focus on a long-term performance have been integral to the company’s success.

The firm has managed a ‘best-ideas’ portfolio for institutional clients under a large-cap growth approach since its inception in 1985. Oak Associates expanded its institutional strategies to include a small-cap growth portfolio in 2009. The small-cap growth strategy was launched in 2005 and offered to retail investors through Oak’s family of no-load mutual funds. Oak Associates also provides health care and technology sector-specific strategies through subadvisor relationships or direct accounts.

Contact Details

Office Address

Oak Associates, ltd.
3875 Embassy Parkway
Suite 250
Akron, OH, USA 44333
Phone: (330) 668-1234
Fax: (330) 668-2901

Executives

Founder, CEO, and Chief Investment Officer

James D. (Jim) Oelschlager

Chief Compliance Officer

Sandra H. Noll

Trader and Director Information Management

Margaret L. Ballinger

Business Reviews for Oak Associates, ltd.

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