SilverOak Investments, also known as Court Investment Services, offers discretionary investment advice and management. The firm invests in individual stocks, bonds, and exchange-traded funds, including inverse ETFs. They use a long-term, bottom-up, valuation-driven approach, focusing on companies with strong fundamentals. Clients agree to a limited power-of-attorney, allowing SilverOak to make investment decisions. The firm also sponsors a wrap fee program.
Fee Structure
SilverOak Investments provides investment management services for a fee based on a percentage of the assets they manage, generally ranging from 1.00% to 2.00% annually. Court Investment Services typically charges 1.25% annually. Fees are assessed quarterly, in advance, based on the average daily balance of assets. Fees may be negotiable. The firm also offers a fixed fee option, ranging from $1 to $2500 per month, depending on the account size, investment strategy, and attention required. A flat fixed fee of $25 per month may be assessed when the investment strategy is limited to cash or cash equivalents.