Blue Oak Capital, LLC Email Format
Investment ManagementCalifornia, United States2-10 Employees
Blue Oak Capital, LLC is an investment management firm based in Menlo Park, California. The company focuses on wealth management services, including portfolio management, capital growth and preservation, retirement transitions, tax considerations, and gifting strategies, and it operates on a fee-only model, avoiding commissions or product sales. The firm serves a limited number of clients to maintain a personal relationship with a decision-maker and to tailor guidance to each client's objectives. Its recent work includes diversifying newly created wealth from a founder's share offering, guiding a surviving partner in structuring and managing a portfolio, planning for a senior executive transitioning to part-time consulting, and addressing children's education needs and generational wealth transfer.