About Water Oak Advisors
Since the firm’s inception in 1997, Water Oak Advisors has delivered independent and objective advice implemented with institutional caliber investment solutions. Our belief was that the only way to truly be objective was to have a firm that is completely Fee-Only. As well, our investment strategies are designed in the same fashion as many of the country’s largest endowments, foundations and pension plans. Our team of trusted financial advisors provide investment management to a variety of high net-worth clients, including:
- Individuals & Families
- Foundations & Endowments
- Institutions
Today, we are one of the largest independent investment advisory firms in the country and have continually been ranked high amongst our peers by numerous financial publications.
Top 100 Independent Advisor (2008, 2009 & 2010)
Since we are a Fee-Only firm, we do not participate in any of the following fee or investment arrangements:
- We do not sell insurance
- We do not sell annuities
- We do not own or sell proprietary investment strategies
- We do not participate in soft or hard dollar arrangements
- We do not participate in revenue share in any of the investments we use
