An Innovative Investment Solution
Who we serveOverview
Company
South Oak Group is an investment and asset management platform dedicated to sourcing, acquiring, funding, and expanding a diverse portfolio. With a strategic approach, we mitigate risks, generate lasting value for stakeholders, and promote a more sustainable future.
History
For over twenty years, South Oak Group has proudly served Individuals and Families, Institutional Investors, and Endowments & Foundations. Over the years, our commitment to sustainability, adaptability, and forward-thinking has enabled us to navigate evolving markets and deliver consistent value to our stakeholders.
Team
Our team is composed of seasoned real estate finance professionals with a demonstrated track record of providing customers with flexible solutions across the capital stack. We prioritize stability, clarity and collaboration in process and deal execution.
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South Oak Group offers a wide range of solutions that provide the guidance you need to set investment goals and the tools you need to achieve them. Start working with a Financial Advisor today and see the difference.
Lets Set you Up.Portfolio at a glance
As of December 30, 2024
$840M
Portfolio (Undepreciated)
$120M
Book Equity Value (Undepreciated)
Over 76k
Number of Clients
32k
Total active Investments
What We Do
South Oak Group provides tailored investment strategies and expert financial guidance. We do so by identifying transformative opportunities across diverse sectors leveraging cutting-edge research, personalized planning, and a commitment to delivering premier advisory and investment services. Our homeroach balances risk and reward, ensuring impactful results for stakeholders while contributing to a forward-thinking future.
About UsOur investment sectors
At the heart of our investment philosophy lies a commitment to identifying and nurturing opportunities that drive innovation, growth, and long-term value. Our investment sectors are carefully chosen to reflect areas where we see transformative potential, whether through groundbreaking technologies, evolving market dynamics, or solutions that address pressing global challenges.
We focus on sectors that not only promise strong returns but also contribute to shaping a sustainable and forward-thinking future. By aligning our investments with visionary ideas and impactful trends, we aim to create a portfolio that thrives in an ever-changing world while delivering meaningful results for our stakeholders.
Stocks and Bonds
We invest in stocks and bonds by strategically balancing growth opportunities in equities with the stability of fixed-income securities, aiming to optimize returns while managing risk effectively.
Artificial Intellligence
AI powers innovations like chatbots, self-driving cars and personalized recommendations, transforming industries and daily life. It enables machines to think, learn, and solve problems like humans.
Agriculture
Innovative technologies, sustainable practices, and resilient supply chains. By enhancing productivity and ensuring food security, we aim to create lasting environmental and economic impact.
Renewable Energy
Renewable energy investments target cutting-edge technologies and infrastructure that harness solar, wind, and other sustainable sources. These initiatives aim to reduce carbon footprints, promote energy independence, and drive global transition toward cleaner, more efficient power solutions.
Crypto
Investing in crypto involves exploring blockchain-based assets and decentralized technologies. We focus on innovative projects with strong fundamentals, aiming to capitalize on the transformative potential of digital currencies while navigating market volatility responsibly.
Real Estate
Focused on acquiring, developing, and managing properties with strong growth potential. By targeting residential, commercial, and mixed-use assets, we aim to generate stable returns and long-term value while adapting to evolving market trends.
Others
Others include venture capital, private equity, hedge funds, commodities, art, collectibles, and emerging markets. These diverse opportunities allow us to explore niche areas and diversify our portfolio for balanced growth.
Why Choose SouthOak?
Affordable accounts
We put you first by charging no fees or minimums to open a retail brokerage account to help you spend and save smarter.
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We are here to help
Our dedicated team of professionals are here to help when you need them.
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Tools for every solution
From managing your everyday finances to planning for your child’s college education, we offer support to help you plan.
Use our CalculatorWho We Serve
Individuals and Families
At South Oak Group, we offer tailored investment management, and risk assessment to align with their unique needs, whether it’s saving for retirement, funding education, or building generational wealth.
Learn MoreInstitutional Equity Management
South Oak Group provides tailored solutions for institutional investors, offering advanced portfolio management, risk assessment, and strategic investment planning.
Learn MoreEndowments & Foundations
We provide expert portfolio management, risk analysis, and strategic planning tailored to their unique goals, such as funding scholarships, research, or community programs.
Learn MoreCalculator
Use our calculator to see how the value of an investment could change depending on the chosen plan.
Who Our Clients Say
Michael Law
Marketer, Portugal.
"Their team is incredibly talented and responsive. They delivered exactly what we needed on time and within budget."
Albert Messina
Software engr. London.
"Working with this team has been an absolute pleasure. Their professionalism and attention to detail are unmatched."
Ted Moore
Sales Person, London.
"Their team is incredibly talented and responsive. They delivered exactly what we needed on time and within budget."
John Sheridan
CTO, Washington D.C.
"Their team is incredibly talented and responsive. They delivered exactly what we needed on time and within budget."
Amy Reder
UI/UX designer, LA.
"The results exceeded our expectations. Highly recommend their services to anyone looking for quality work."
Contact South Oak
If you would like to learn more about how we can best serve you, please reach out or stop by one of our offices and visit us.
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