Oak City Investment Consulting, operating as a registered investment advisor, serves individual families, foundations, Christian endowments, and charitable organizations. The firm specializes in institutional-style investment consulting, portfolio management, and outsourced chief investment officer services. A core feature of the practice is its incorporation of Biblically Responsible Investing principles, which uses screening methodologies to align investments with Scriptural values. Oak City Investment Consulting builds diversified portfolios by utilizing third-party asset managers, exchange-traded funds, mutual funds, and alternative investments, while also tailoring strategies to individual client constraints and values. Additionally, the firm acts as an index provider, creating and licensing proprietary indexes such as the Emerging Markets Human Flourishing Index. The firm operates with a multi-manager approach, emphasizing rigorous due diligence, risk management, and periodic rebalancing.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm's standard maximum advisory fee is 1.00% annually, but fees are negotiable based on the scope of services, complexity, and relationship size.