Synchronized Asset Management

About WaterOak Advisors

Since the firm’s inception in 1997, WaterOak 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 select group 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 with over $1.4 billion in assets under management. We have also been ranked high among our peers by numerous financial publications.

Barron's The Top 100 Independent Advisorsbarrons-2

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 or annuities
  • We do not participate in soft or hard dollar arrangements
  • We do not participate in revenue share in any of the investments we use

The Barron’s Top 100 (2015) and Financial Times 300 (2015) are based on a number of measures, including but not limited to assets under management, years in existence, and compliance record.

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