You Deserve Better
Than a Benchmark
“Standard” and “Poor” Shouldn’t Define Your Future
The S&P 500 is not a financial plan — and chances are, your current portfolio mirrors it more than you think, even if you don’t own an index fund.
At 3 Oaks Partners Investment Counsel, we help thoughtful investors move beyond the benchmark.
Our Philosophy
What You Deserve: Clarity. Conviction. Unconflicted Advice.
You deserve more than investment products, model portfolios, and target-date funds. Those are fine while you're accumulating wealth — and they work well for large firms managing hundreds of clients per advisor, where scale often replaces depth, and advice is templated by design.
But when you're ready to truly manage and compound wealth, you need something more:
A disciplined strategy, rooted in academic research and proven through decades of real-market execution.
At 3 Oaks Partners Investment Counsel, everything begins with your goals — not ours. We believe in transparent advice, prudent decision-making, and a fiduciary standard that aligns every recommendation with your long-term success.
With decades of experience managing portfolios across market cycles, our approach is grounded in expertise and focused entirely on helping you build, preserve, and enjoy lasting wealth.
Our Investment Strategies
Aligned With What Matters to You
Your portfolio should reflect your priorities — whether that’s maximizing long-term growth, generating durable income, or staying responsive to changing market conditions. That’s why we offer a focused set of strategies, each built to perform in different environments, at different times — and all designed to compound wealth over the full arc of your financial life.
Each strategy stands on its own but works best as part of a dynamic blend — tailored to your goals, risk tolerance, and the realities of the current market. Every portfolio is concentrated, not crowded: typically, 15–20 high-conviction holdings, managed with discipline and intention.
We avoid the drag of overdiversification and the illusion of safety in sameness. Instead, we offer strategies that are intentional and patient — rooted in enduring principles, supported by academic research, and refined through decades of hands on, live market experience.
Secular Growth
Focused on long-term trends & high-growth opportunities in technology, healthcare, & innovation, for those seeking exposure to transformative industries.
Dividend Growth
A reliable approach to generating income through dividend-paying stocks. Perfect for investors who seek stability and downside protection.
Cyclical Growth
Tailored to capitalize on market cycles and sector opportunities. This strategy offers tactical positioning in response to the economic environment.
Crypto $
A high-growth strategy focused on cryptocurrencies and blockchain assets like Bitcoin and Ethereum, offering high volatility and significant upside potential.
Performance & Results
Disciplined Strategies. Transparent Results
At 3 Oaks Partners, we take a long-term, research-driven approach to portfolio construction. Our strategies are designed to deliver meaningful results over full market cycles — not just short-term performance.
We track every strategy with care, using real client portfolios and time-weighted return methodologies. While we don’t guarantee outcomes, we aim to consistently reward patience, discipline, and clarity of purpose. We welcome the opportunity to walk you through our historical results — and more importantly, how we apply that experience to help you move forward with confidence.
2024 PERFORMANCE HIGHLIGHTS
49.5%
Secular Growth
38.4%
Dividend Growth
18.1%
Cyclical Growth
125.9%
Crypto$
Why Choose Us?
Why Investors Trust 3 Oaks Partners
At 3 Oaks, we believe in personalized, transparent service. Our partners have 'skin in the game'—we invest alongside you using the same strategies we recommend. Our commitment to fiduciary responsibility, combined with our expertise and client-first mindset, ensures that your wealth is managed with the utmost care and dedication
We act in your best interests at all times.
Decades of proven investment management.
Tailored solutions to match your unique goals.
Clear communication and regular reporting.
Ready to Begin Your Investment Journey?
Let’s discuss how 3 Oaks Partners can help you achieve your financial goals. Reach out today to schedule a consultation with one of our experienced advisors.
